Filed April 13, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,331 | $60,165-33.0% | $74,183-45.6% | $55,167-26.9% |
| Participation rate | 82.8% | 74.2%+8.6pp | 76.6%+6.1pp | 69.0%+13.8pp |
| Annual return | 3.88% | 10.00%-6.1pp | 17.74%-13.9pp | 169.23%-165.3pp |
| Employer contribution / active EE | $214 | $1,600-86.6% | $2,370-91.0% | $1,963-89.1% |
| Participant deferral / active EE | $704 | $2,973-76.3% | $3,550-80.2% | $3,054-76.9% |
| Admin fee / account holder | $442 | $419+5.5% | $5,586-92.1% | $504-12.2% |