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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,203 | $72,277+37.3% | $101,248-2.0% | $79,858+24.2% |
| Participation rate | 97.1% | 68.5%+28.6pp | 75.8%+21.3pp | 69.6%+27.4pp |
| Annual return | 13.45% | 22.30%-8.8pp | 46.47%-33.0pp | 31.71%-18.3pp |
| Employer contribution / active EE | $2,077 | $2,692-22.8% | $3,660-43.2% | $2,471-15.9% |
| Participant deferral / active EE | $3,220 | $3,282-1.9% | $4,370-26.3% | $3,740-13.9% |
| Admin fee / account holder | $942 | $4,400-78.6% | $5,945-84.2% | $5,306-82.2% |