Filed December 28, 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 | $164,052 | $77,813+110.8% | $123,544+32.8% | $64,186+155.6% |
| Participation rate | 97.3% | 74.7%+22.6pp | 82.3%+15.0pp | 69.6%+27.7pp |
| Annual return | -4.44% | 12.48%-16.9pp | 119.20%-123.6pp | 7.63%-12.1pp |
| Employer contribution / active EE | $6,502 | $3,014+115.7% | $4,628+40.5% | $2,381+173.1% |
| Participant deferral / active EE | $6,318 | $5,240+20.6% | $6,426-1.7% | $3,470+82.1% |
| Admin fee / account holder | $5,649 | $5,519+2.4% | $9,284-39.2% | $4,888+15.6% |