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.
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 | $46,601 | $64,909-28.2% | $82,313-43.4% | $62,292-25.2% |
| Participation rate | 89.6% | 74.9%+14.7pp | 76.9%+12.7pp | 69.5%+20.1pp |
| Annual return | 18.18% | 21.18%-3.0pp | 25.88%-7.7pp | 28.90%-10.7pp |
| Employer contribution / active EE | $1,042 | $1,676-37.8% | $2,428-57.1% | $2,042-49.0% |
| Participant deferral / active EE | $3,117 | $3,103+0.4% | $3,706-15.9% | $3,169-1.6% |
| Admin fee / account holder | $915 | $440+108.2% | $5,608-83.7% | $479+91.0% |