Filed March 31, 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 | $48,110 | $54,726-12.1% | $68,793-30.1% | $64,186-25.0% |
| Participation rate | 81.6% | 68.0%+13.6pp | 72.2%+9.4pp | 69.6%+12.0pp |
| Annual return | 8.84% | -1.62%+10.5pp | -4.63%+13.5pp | 7.63%+1.2pp |
| Employer contribution / active EE | $921 | $1,846-50.1% | $2,625-64.9% | $2,381-61.3% |
| Participant deferral / active EE | $1,195 | $2,626-54.5% | $3,311-63.9% | $3,470-65.5% |
| Admin fee / account holder | $2,952 | $4,027-26.7% | $5,131-42.5% | $4,888-39.6% |