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 | $201,231 | $81,460+147.0% | $103,333+94.7% | $80,856+148.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 14.67% | 25.55%-10.9pp | 24.88%-10.2pp | 35.59%-20.9pp |
| Employer contribution / active EE | $4,541 | $3,105+46.2% | $3,868+17.4% | $2,755+64.8% |
| Participant deferral / active EE | $10,802 | $3,869+179.2% | $5,057+113.6% | $4,296+151.5% |
| Admin fee / account holder | $5,258 | $6,566-19.9% | $8,355-37.1% | $6,918-24.0% |