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 8-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 | $33,947 | $83,477-59.3% | $125,175-72.9% | $72,985-53.5% |
| Participation rate | 97.0% | 73.3%+23.7pp | 79.8%+17.2pp | 69.5%+27.5pp |
| Annual return | -51.96% | 25.78%-77.7pp | 43.79%-95.7pp | 81.00%-133.0pp |
| Employer contribution / active EE | $9,775 | $2,345+316.8% | $3,865+152.9% | $2,440+300.6% |
| Participant deferral / active EE | $0 | $3,585-100.0% | $4,937-100.0% | $3,607-100.0% |
| Admin fee / account holder | $6,088 | $5,517+10.3% | $9,702-37.2% | $5,124+18.8% |