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 | $81,395 | $52,580+54.8% | $71,671+13.6% | $70,131+16.1% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 13.79% | 20.25%-6.5pp | 20.65%-6.9pp | 73.14%-59.3pp |
| Employer contribution / active EE | $5,068 | $1,616+213.7% | $2,460+106.0% | $2,342+116.4% |
| Participant deferral / active EE | $3,221 | $2,386+35.0% | $3,438-6.3% | $3,332-3.3% |
| Admin fee / account holder | $10,246 | $3,653+180.5% | $5,558+84.3% | $4,645+120.6% |