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 | $142,264 | $65,365+117.6% | $92,893+53.1% | $72,985+94.9% |
| Participation rate | 90.9% | 68.3%+22.6pp | 76.0%+14.9pp | 69.5%+21.4pp |
| Annual return | 17.74% | 42.10%-24.4pp | 109.41%-91.7pp | 81.00%-63.3pp |
| Employer contribution / active EE | $965 | $2,594-62.8% | $3,653-73.6% | $2,440-60.4% |
| Participant deferral / active EE | $5,022 | $3,128+60.5% | $4,236+18.6% | $3,607+39.2% |
| Admin fee / account holder | $3,418 | $4,251-19.6% | $5,794-41.0% | $5,124-33.3% |