Filed December 27, 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 | $152,977 | $65,365+134.0% | $92,893+64.7% | $72,985+109.6% |
| Participation rate | 70.8% | 68.3%+2.5pp | 76.0%-5.2pp | 69.5%+1.3pp |
| Annual return | 24.59% | 42.10%-17.5pp | 109.41%-84.8pp | 81.00%-56.4pp |
| Employer contribution / active EE | $2,619 | $2,594+1.0% | $3,653-28.3% | $2,440+7.4% |
| Participant deferral / active EE | $5,293 | $3,128+69.2% | $4,236+24.9% | $3,607+46.7% |
| Admin fee / account holder | $8,422 | $4,251+98.1% | $5,794+45.4% | $5,124+64.4% |