Filed July 17, 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 | $18,349 | $48,076-61.8% | $78,689-76.7% | $62,891-70.8% |
| Participation rate | 83.0% | 65.2%+17.8pp | 73.6%+9.4pp | 69.3%+13.7pp |
| Annual return | -4.39% | 31.35%-35.7pp | 62.18%-66.6pp | 20.14%-24.5pp |
| Employer contribution / active EE | $1,222 | $2,015-39.4% | $2,851-57.1% | $2,281-46.4% |
| Participant deferral / active EE | $2,769 | $2,588+7.0% | $3,517-21.3% | $3,203-13.5% |
| Admin fee / account holder | $3,304 | $3,207+3.0% | $4,510-26.7% | $4,296-23.1% |