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 | $81,272 | $65,365+24.3% | $92,893-12.5% | $72,985+11.4% |
| Participation rate | 89.7% | 68.3%+21.4pp | 76.0%+13.7pp | 69.5%+20.3pp |
| Annual return | 12.70% | 42.10%-29.4pp | 109.41%-96.7pp | 81.00%-68.3pp |
| Employer contribution / active EE | $1,835 | $2,594-29.3% | $3,653-49.8% | $2,440-24.8% |
| Participant deferral / active EE | $4,534 | $3,128+44.9% | $4,236+7.0% | $3,607+25.7% |
| Admin fee / account holder | $15,919 | $4,251+274.5% | $5,794+174.8% | $5,124+210.7% |