Filed December 8, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $23,034 | $133,958-82.8% | $112,228-79.5% | $134,475-82.9% |
| Participation rate | 95.5% | 78.6%+16.9pp | 75.1%+20.4pp | 81.2%+14.2pp |
| Annual return | -12.78% | 47.11%-59.9pp | 27.45%-40.2pp | 417.96%-430.7pp |
| Employer contribution / active EE | $51 | $4,038-98.7% | $3,635-98.6% | $4,740-98.9% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,043 | $7,489-86.1% | $6,410-83.7% | $11,426-90.9% |