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 | $20,638 | $71,883-71.3% | $86,677-76.2% | $68,494-69.9% |
| Participation rate | 97.0% | 72.2%+24.7pp | 76.6%+20.4pp | 67.9%+29.1pp |
| Annual return | -18.23% | 3.52%-21.8pp | 35.91%-54.1pp | -7.84%-10.4pp |
| Employer contribution / active EE | $1,602 | $2,173-26.3% | $2,836-43.5% | $2,596-38.3% |
| Participant deferral / active EE | $2,138 | $3,779-43.4% | $4,656-54.1% | $4,027-46.9% |
| Admin fee / account holder | $461 | $6,112-92.5% | $7,493-93.9% | $5,403-91.5% |