Filed October 11, 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 | $137,681 | $58,627+134.8% | $76,735+79.4% | $82,448+67.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 69.5%+30.5pp | 68.1%+31.9pp |
| Annual return | 15.03% | 39.10%-24.1pp | 29.77%-14.7pp | 41.64%-26.6pp |
| Employer contribution / active EE | $6,759 | $1,729+290.9% | $2,454+175.4% | $2,551+165.0% |
| Participant deferral / active EE | $6,234 | $3,134+99.0% | $4,088+52.5% | $4,139+50.6% |
| Admin fee / account holder | $7,026 | $5,323+32.0% | $7,189-2.3% | $7,234-2.9% |