Filed April 10, 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 | $51,883 | $160,055-67.6% | $140,016-62.9% | $135,375-61.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.83% | 911.38%-919.2pp | 651.12%-658.9pp | 519.73%-527.6pp |
| Employer contribution / active EE | $1,624 | $6,420-74.7% | $5,606-71.0% | $4,779-66.0% |
| Participant deferral / active EE | $4,258 | $7,642-44.3% | $6,927-38.5% | $5,609-24.1% |
| Admin fee / account holder | $2,437 | $13,328-81.7% | $10,705-77.2% | $10,827-77.5% |