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 | $60,068 | $64,707-7.2% | $112,228-46.5% | $68,494-12.3% |
| Participation rate | 87.5% | 67.2%+20.3pp | 75.1%+12.4pp | 67.9%+19.6pp |
| Annual return | -19.69% | -11.40%-8.3pp | 27.45%-47.1pp | -7.84%-11.9pp |
| Employer contribution / active EE | $2,692 | $2,746-2.0% | $3,635-25.9% | $2,596+3.7% |
| Participant deferral / active EE | $3,516 | $3,565-1.4% | $4,728-25.6% | $4,027-12.7% |
| Admin fee / account holder | $850 | $5,232-83.7% | $6,410-86.7% | $5,403-84.3% |