Filed February 17, 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 | $184,021 | $72,177+155.0% | $115,037+60.0% | $59,632+208.6% |
| Participation rate | 96.9% | 72.6%+24.3pp | 81.4%+15.5pp | 68.7%+28.2pp |
| Annual return | 1.04% | 12.02%-11.0pp | 26.14%-25.1pp | 2041.28%-2040.2pp |
| Employer contribution / active EE | $958 | $2,841-66.3% | $4,608-79.2% | $2,203-56.5% |
| Participant deferral / active EE | $9,644 | $4,783+101.6% | $6,026+60.0% | $3,192+202.2% |
| Admin fee / account holder | $10,673 | $4,927+116.6% | $8,175+30.6% | $4,297+148.4% |