Filed February 28, 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 | $160,818 | $49,177+227.0% | $79,464+102.4% | $64,186+150.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -5.17% | -1.16%-4.0pp | 718.14%-723.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $11,521 | $2,076+454.9% | $2,800+311.4% | $2,381+383.9% |
| Participant deferral / active EE | $7,817 | $2,821+177.1% | $3,704+111.1% | $3,470+125.3% |
| Admin fee / account holder | $3,313 | $3,839-13.7% | $5,113-35.2% | $4,888-32.2% |