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 | $38,345 | $48,076-20.2% | $78,689-51.3% | $62,891-39.0% |
| Participation rate | 88.9% | 65.2%+23.7pp | 73.6%+15.3pp | 69.3%+19.6pp |
| Annual return | -2.12% | 31.35%-33.5pp | 62.18%-64.3pp | 20.14%-22.3pp |
| Employer contribution / active EE | $1,882 | $2,015-6.6% | $2,851-34.0% | $2,281-17.5% |
| Participant deferral / active EE | $2,927 | $2,588+13.1% | $3,517-16.8% | $3,203-8.6% |
| Admin fee / account holder | $3,883 | $3,207+21.1% | $4,510-13.9% | $4,296-9.6% |