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.
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 | $60,497 | $65,365-7.4% | $92,893-34.9% | $72,985-17.1% |
| Participation rate | 70.3% | 68.3%+2.0pp | 76.0%-5.7pp | 69.5%+0.8pp |
| Annual return | 19.53% | 42.10%-22.6pp | 109.41%-89.9pp | 81.00%-61.5pp |
| Employer contribution / active EE | $1,822 | $2,594-29.8% | $3,653-50.1% | $2,440-25.3% |
| Participant deferral / active EE | $2,159 | $3,128-31.0% | $4,236-49.0% | $3,607-40.2% |
| Admin fee / account holder | $1,490 | $4,251-65.0% | $5,794-74.3% | $5,124-70.9% |