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 | $130,131 | $89,753+45.0% | $107,525+21.0% | $84,808+53.4% |
| Participation rate | 89.7% | 68.1%+21.6pp | 75.1%+14.6pp | 68.3%+21.3pp |
| Annual return | 11.99% | 29.48%-17.5pp | 181.32%-169.3pp | 40.90%-28.9pp |
| Employer contribution / active EE | $3,448 | $3,113+10.8% | $3,754-8.1% | $2,631+31.1% |
| Participant deferral / active EE | $4,923 | $4,056+21.4% | $5,116-3.8% | $4,212+16.9% |
| Admin fee / account holder | $26,343 | $7,222+264.8% | $8,919+195.4% | $7,344+258.7% |