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 | $200,710 | $65,561+206.1% | $86,188+132.9% | $75,163+167.0% |
| Participation rate | 80.2% | 60.5%+19.8pp | 69.0%+11.3pp | 67.2%+13.1pp |
| Annual return | 19.78% | 46.05%-26.3pp | 1168.45%-1148.7pp | 160.62%-140.8pp |
| Employer contribution / active EE | $1,326 | $1,553-14.6% | $2,380-44.3% | $2,670-50.3% |
| Participant deferral / active EE | $5,772 | $3,024+90.9% | $3,985+44.8% | $4,125+39.9% |
| Admin fee / account holder | $4,907 | $5,474-10.4% | $6,852-28.4% | $5,651-13.2% |