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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,849 | $58,927-22.2% | $76,817-40.3% | $72,985-37.2% |
| Participation rate | 91.2% | 67.3%+23.8pp | 72.1%+19.1pp | 69.5%+21.7pp |
| Annual return | 2.79% | 2305.64%-2302.9pp | 1166.11%-1163.3pp | 81.00%-78.2pp |
| Employer contribution / active EE | $1,029 | $1,787-42.4% | $2,302-55.3% | $2,440-57.8% |
| Participant deferral / active EE | $1,352 | $2,690-49.7% | $3,336-59.5% | $3,607-62.5% |
| Admin fee / account holder | $3,146 | $4,013-21.6% | $6,420-51.0% | $5,124-38.6% |