Filed September 26, 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 | $209,555 | $70,428+197.5% | $96,562+117.0% | $85,850+144.1% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 12.12% | 18.59%-6.5pp | 37.78%-25.7pp | 318.53%-306.4pp |
| Employer contribution / active EE | $1,711 | $1,413+21.1% | $2,356-27.4% | $2,565-33.3% |
| Participant deferral / active EE | $5,795 | $2,894+100.2% | $3,849+50.6% | $3,952+46.6% |
| Admin fee / account holder | $13,988 | $4,997+180.0% | $6,181+126.3% | $6,260+123.5% |