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 | $22,426 | $78,422-71.4% | $95,952-76.6% | $79,858-71.9% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 17.07% | 19.37%-2.3pp | 91.61%-74.5pp | 31.71%-14.6pp |
| Employer contribution / active EE | $1,435 | $1,945-26.2% | $2,541-43.5% | $2,471-41.9% |
| Participant deferral / active EE | $1,687 | $3,440-51.0% | $4,167-59.5% | $3,740-54.9% |
| Admin fee / account holder | $1,596 | $5,622-71.6% | $6,795-76.5% | $5,306-69.9% |