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.
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 | $80,960 | $68,719+17.8% | $91,541-11.6% | $84,808-4.5% |
| Participation rate | 70.4% | 64.5%+5.9pp | 69.8%+0.6pp | 68.3%+2.1pp |
| Annual return | 2.59% | 19.12%-16.5pp | 20.50%-17.9pp | 40.90%-38.3pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,505-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,649 | $3,136-15.5% | $4,008-33.9% | $4,212-37.1% |
| Admin fee / account holder | $12,925 | $5,786+123.4% | $6,956+85.8% | $7,344+76.0% |