Filed December 21, 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 | $97,088 | $181,894-46.6% | $156,549-38.0% | $273,961-64.6% |
| Participation rate | 94.7% | 88.4%+6.4pp | 84.0%+10.7pp | 83.0%+11.7pp |
| Annual return | 9.00% | 30.74%-21.7pp | 32.23%-23.2pp | 41.45%-32.5pp |
| Employer contribution / active EE | $1,775 | $6,248-71.6% | $5,501-67.7% | $4,869-63.5% |
| Participant deferral / active EE | $5,569 | $5,550+0.3% | $4,871+14.3% | $5,287+5.3% |
| Admin fee / account holder | $3,126 | $15,559-79.9% | $13,027-76.0% | $10,132-69.1% |