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.
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 | $132,953 | $88,083+50.9% | $164,813-19.3% | $74,495+78.5% |
| Participation rate | 81.3% | 73.0%+8.3pp | 78.6%+2.7pp | 67.2%+14.1pp |
| Annual return | 10.67% | 17.26%-6.6pp | 69.93%-59.3pp | 1364.94%-1354.3pp |
| Employer contribution / active EE | $0 | $2,593-100.0% | $4,341-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,967 | $4,498-34.0% | $6,031-50.8% | $4,346-31.7% |
| Admin fee / account holder | $22,958 | $2,234+927.8% | $12,690+80.9% | $1,942+1082.3% |