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 | $60,892+126.1% | $82,389+67.1% | $84,808+62.3% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.3%+31.7pp |
| Annual return | 15.03% | 37.29%-22.3pp | 28.67%-13.6pp | 40.90%-25.9pp |
| Employer contribution / active EE | $6,759 | $1,779+279.9% | $2,517+168.5% | $2,631+156.9% |
| Participant deferral / active EE | $6,234 | $3,179+96.1% | $4,155+50.1% | $4,212+48.0% |
| Admin fee / account holder | $7,026 | $5,467+28.5% | $7,231-2.8% | $7,344-4.3% |