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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,983 | $59,805+175.9% | $79,550+107.4% | $68,494+140.9% |
| Participation rate | 85.3% | 61.1%+24.3pp | 69.5%+15.8pp | 67.9%+17.4pp |
| Annual return | -20.00% | -12.30%-7.7pp | 0.16%-20.2pp | -7.84%-12.2pp |
| Employer contribution / active EE | $1,462 | $1,505-2.9% | $2,413-39.4% | $2,596-43.7% |
| Participant deferral / active EE | $5,339 | $3,024+76.5% | $3,985+34.0% | $4,027+32.6% |
| Admin fee / account holder | $18,264 | $4,835+277.8% | $6,832+167.3% | $5,403+238.1% |