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 | $47,288 | $183,963-74.3% | $162,163-70.8% | $152,861-69.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 18.30% | 150.76%-132.5pp | 115.59%-97.3pp | 345.32%-327.0pp |
| Employer contribution / active EE | $1,536 | $6,371-75.9% | $5,614-72.6% | $4,762-67.8% |
| Participant deferral / active EE | $4,962 | $8,034-38.2% | $7,298-32.0% | $5,850-15.2% |
| Admin fee / account holder | $9,319 | $13,121-29.0% | $10,843-14.1% | $11,596-19.6% |