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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,877 | $78,672-2.3% | $109,143-29.6% | $85,850-10.5% |
| Participation rate | 83.3% | 68.3%+15.1pp | 75.9%+7.5pp | 69.3%+14.0pp |
| Annual return | 11.13% | 25.09%-14.0pp | 25.75%-14.6pp | 318.53%-307.4pp |
| Employer contribution / active EE | $2,723 | $2,735-0.4% | $3,722-26.8% | $2,565+6.1% |
| Participant deferral / active EE | $3,405 | $3,467-1.8% | $4,653-26.8% | $3,952-13.8% |
| Admin fee / account holder | $1,732 | $5,469-68.3% | $6,752-74.4% | $6,260-72.3% |