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 | $16,926 | $72,492-76.7% | $87,100-80.6% | $72,985-76.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 22.53% | 24.46%-1.9pp | 28.19%-5.7pp | 81.00%-58.5pp |
| Employer contribution / active EE | $1,677 | $1,894-11.4% | $2,521-33.5% | $2,440-31.3% |
| Participant deferral / active EE | $1,995 | $3,270-39.0% | $4,049-50.7% | $3,607-44.7% |
| Admin fee / account holder | $2,194 | $5,055-56.6% | $7,497-70.7% | $5,124-57.2% |