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 | $61,399 | $72,277-15.0% | $101,248-39.4% | $79,858-23.1% |
| Participation rate | 80.6% | 68.5%+12.1pp | 75.8%+4.7pp | 69.6%+10.9pp |
| Annual return | 15.55% | 22.30%-6.7pp | 46.47%-30.9pp | 31.71%-16.2pp |
| Employer contribution / active EE | $2,161 | $2,692-19.7% | $3,660-40.9% | $2,471-12.5% |
| Participant deferral / active EE | $2,720 | $3,282-17.1% | $4,370-37.8% | $3,740-27.3% |
| Admin fee / account holder | $4,611 | $4,400+4.8% | $5,945-22.5% | $5,306-13.1% |