Filed March 10, 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,972 | $62,586-71.3% | $76,768-76.6% | $64,186-72.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -6.61% | -1.95%-4.7pp | 2.43%-9.0pp | 7.63%-14.2pp |
| Employer contribution / active EE | $2,185 | $1,832+19.3% | $2,485-12.1% | $2,381-8.2% |
| Participant deferral / active EE | $2,298 | $3,145-26.9% | $3,852-40.3% | $3,470-33.8% |
| Admin fee / account holder | $1,068 | $4,667-77.1% | $6,675-84.0% | $4,888-78.1% |