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 | $80,796 | $110,094-26.6% | $151,611-46.7% | $68,494+18.0% |
| Participation rate | 94.6% | 84.0%+10.6pp | 87.5%+7.1pp | 67.9%+26.7pp |
| Annual return | -17.13% | -10.12%-7.0pp | 3.33%-20.5pp | -7.84%-9.3pp |
| Employer contribution / active EE | $4,537 | $4,471+1.5% | $6,166-26.4% | $2,596+74.8% |
| Participant deferral / active EE | $5,085 | $6,527-22.1% | $8,363-39.2% | $4,027+26.3% |
| Admin fee / account holder | $17,117 | $7,719+121.8% | $11,616+47.4% | $5,403+216.8% |