Filed December 6, 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 | $129,276 | $57,354+125.4% | $83,848+54.2% | $64,186+101.4% |
| Participation rate | 93.6% | 68.6%+25.0pp | 76.1%+17.5pp | 69.6%+24.0pp |
| Annual return | -5.52% | 11.38%-16.9pp | 850.88%-856.4pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,089 | $2,545-57.2% | $3,631-70.0% | $2,381-54.3% |
| Participant deferral / active EE | $5,923 | $2,993+97.9% | $4,082+45.1% | $3,470+70.7% |
| Admin fee / account holder | $24,162 | $4,046+497.2% | $5,478+341.1% | $4,888+394.3% |