Filed July 21, 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 | $77,933 | $94,529-17.6% | $140,016-44.3% | $64,186+21.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -1.94% | 7.77%-9.7pp | 651.12%-653.1pp | 7.63%-9.6pp |
| Employer contribution / active EE | $3,681 | $3,812-3.5% | $5,606-34.3% | $2,381+54.6% |
| Participant deferral / active EE | $3,864 | $5,250-26.4% | $6,927-44.2% | $3,470+11.4% |
| Admin fee / account holder | $1,032 | $6,741-84.7% | $10,705-90.4% | $4,888-78.9% |