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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,963 | $110,257-77.4% | $96,544-74.1% | $139,434-82.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 17.47% | 26.32%-8.8pp | 25.84%-8.4pp | 372.94%-355.5pp |
| Employer contribution / active EE | $2,611 | $3,620-27.9% | $2,965-12.0% | $4,751-45.0% |
| Participant deferral / active EE | $2,899 | $5,548-47.7% | $4,851-40.2% | $6,710-56.8% |
| Admin fee / account holder | $1,089 | $11,591-90.6% | $8,252-86.8% | $11,403-90.4% |