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 | $197,850 | $77,813+154.3% | $123,544+60.1% | $64,186+208.2% |
| Participation rate | 87.9% | 74.7%+13.2pp | 82.3%+5.6pp | 69.6%+18.3pp |
| Annual return | -4.93% | 12.48%-17.4pp | 119.20%-124.1pp | 7.63%-12.6pp |
| Employer contribution / active EE | $1,364 | $3,014-54.8% | $4,628-70.5% | $2,381-42.7% |
| Participant deferral / active EE | $9,765 | $5,240+86.4% | $6,426+52.0% | $3,470+181.4% |
| Admin fee / account holder | $42,710 | $5,519+673.9% | $9,284+360.1% | $4,888+773.8% |