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 | $190,706 | $78,672+142.4% | $109,143+74.7% | $85,850+122.1% |
| Participation rate | 76.1% | 68.3%+7.8pp | 75.9%+0.2pp | 69.3%+6.8pp |
| Annual return | 16.88% | 25.09%-8.2pp | 25.75%-8.9pp | 318.53%-301.7pp |
| Employer contribution / active EE | $3,221 | $2,735+17.8% | $3,722-13.5% | $2,565+25.6% |
| Participant deferral / active EE | $7,043 | $3,467+103.1% | $4,653+51.4% | $3,952+78.2% |
| Admin fee / account holder | $14,375 | $5,469+162.8% | $6,752+112.9% | $6,260+129.6% |