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 | $220,422 | $71,050+210.2% | $93,606+135.5% | $80,856+172.6% |
| Participation rate | 74.7% | 60.4%+14.3pp | 68.7%+6.0pp | 67.6%+7.1pp |
| Annual return | 15.20% | 11.26%+3.9pp | 133.20%-118.0pp | 35.59%-20.4pp |
| Employer contribution / active EE | $1,350 | $1,564-13.6% | $2,420-44.2% | $2,755-51.0% |
| Participant deferral / active EE | $5,306 | $4,034+31.5% | $4,411+20.3% | $4,296+23.5% |
| Admin fee / account holder | $24,712 | $6,945+255.8% | $8,285+198.3% | $6,918+257.2% |