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 | $35,258 | $53,127-33.6% | $86,590-59.3% | $70,131-49.7% |
| Participation rate | 71.9% | 65.3%+6.6pp | 73.5%-1.7pp | 69.5%+2.3pp |
| Annual return | 11.68% | 27.66%-16.0pp | 964.84%-953.2pp | 73.14%-61.5pp |
| Employer contribution / active EE | $1,380 | $2,068-33.3% | $2,839-51.4% | $2,342-41.1% |
| Participant deferral / active EE | $2,375 | $2,696-11.9% | $3,609-34.2% | $3,332-28.7% |
| Admin fee / account holder | $14,675 | $3,585+309.3% | $4,906+199.1% | $4,645+215.9% |