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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,332 | $180,449-49.4% | $154,107-40.7% | $135,375-32.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -11.56% | 888.09%-899.6pp | 735.12%-746.7pp | 519.73%-531.3pp |
| Employer contribution / active EE | $1,957 | $6,035-67.6% | $5,298-63.1% | $4,779-59.0% |
| Participant deferral / active EE | $6,386 | $5,806+10.0% | $5,081+25.7% | $5,609+13.9% |
| Admin fee / account holder | $322 | $16,143-98.0% | $13,411-97.6% | $10,827-97.0% |