Filed February 9, 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.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,910 | $148,978-35.6% | $200,582-52.2% | $84,808+13.1% |
| Participation rate | 74.2% | 84.2%-10.0pp | 86.9%-12.7pp | 68.3%+5.9pp |
| Annual return | 12.11% | 28.16%-16.0pp | 42.33%-30.2pp | 40.90%-28.8pp |
| Employer contribution / active EE | $1,496 | $4,815-68.9% | $6,419-76.7% | $2,631-43.1% |
| Participant deferral / active EE | $4,676 | $7,142-34.5% | $9,331-49.9% | $4,212+11.0% |
| Admin fee / account holder | $21,962 | $13,977+57.1% | $16,305+34.7% | $7,344+199.1% |