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 | $226,289 | $109,817+106.1% | $98,442+129.9% | $167,490+35.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 13.28% | 1956.69%-1943.4pp | 1492.73%-1479.5pp | 478.56%-465.3pp |
| Employer contribution / active EE | $13,783 | $3,224+327.5% | $2,960+365.7% | $4,837+184.9% |
| Participant deferral / active EE | $9,332 | $4,673+99.7% | $4,276+118.2% | $6,341+47.2% |
| Admin fee / account holder | $47,026 | $6,753+596.4% | $5,949+690.4% | $12,309+282.0% |