Filed May 18, 1995
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,519 | $51,638-44.8% | $68,368-58.3% | $82,448-65.4% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 11.25% | 37.53%-26.3pp | 292.57%-281.3pp | 41.64%-30.4pp |
| Employer contribution / active EE | $2,517 | $2,047+23.0% | $2,649-5.0% | $2,551-1.3% |
| Participant deferral / active EE | $3,446 | $2,914+18.3% | $4,123-16.4% | $4,139-16.7% |
| Admin fee / account holder | $6,117 | $4,643+31.7% | $5,150+18.8% | $7,234-15.5% |