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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,248 | $72,277+78.8% | $101,248+27.7% | $79,858+61.8% |
| Participation rate | 93.3% | 68.5%+24.9pp | 75.8%+17.5pp | 69.6%+23.7pp |
| Annual return | 9.51% | 22.30%-12.8pp | 46.47%-37.0pp | 31.71%-22.2pp |
| Employer contribution / active EE | $915 | $2,692-66.0% | $3,660-75.0% | $2,471-63.0% |
| Participant deferral / active EE | $4,476 | $3,282+36.4% | $4,370+2.4% | $3,740+19.7% |
| Admin fee / account holder | $19,475 | $4,400+342.6% | $5,945+227.6% | $5,306+267.0% |