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 | $82,273 | $47,944+71.6% | $67,834+21.3% | $62,891+30.8% |
| Participation rate | 90.9% | 61.1%+29.8pp | 68.8%+22.1pp | 69.3%+21.6pp |
| Annual return | 7.13% | 11.77%-4.6pp | 138.47%-131.3pp | 20.14%-13.0pp |
| Employer contribution / active EE | $4,729 | $1,562+202.8% | $2,403+96.8% | $2,281+107.4% |
| Participant deferral / active EE | $2,835 | $2,247+26.2% | $3,160-10.3% | $3,203-11.5% |
| Admin fee / account holder | $4,377 | $3,712+17.9% | $4,622-5.3% | $4,296+1.9% |