Filed April 10, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $76,930 | $99,985-23.1% | $146,665-47.5% | $85,850-10.4% |
| Participation rate | 98.4% | 73.1%+25.3pp | 80.1%+18.3pp | 69.3%+29.0pp |
| Annual return | 0.10% | 18.93%-18.8pp | 22.74%-22.6pp | 318.53%-318.4pp |
| Employer contribution / active EE | $11,388 | $2,559+345.1% | $4,136+175.3% | $2,565+344.0% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,653 | $7,702-52.6% | $10,280-64.5% | $6,260-41.6% |