Filed April 28, 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.
Employer 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 | $44,524 | $76,552-41.8% | $123,892-64.1% | $62,891-29.2% |
| Participation rate | 90.7% | 73.0%+17.7pp | 81.4%+9.3pp | 69.3%+21.4pp |
| Annual return | 5.82% | 18.68%-12.9pp | 47.52%-41.7pp | 20.14%-14.3pp |
| Employer contribution / active EE | $12 | $2,883-99.6% | $4,617-99.7% | $2,281-99.5% |
| Participant deferral / active EE | $6,426 | $4,840+32.8% | $5,984+7.4% | $3,203+100.6% |
| Admin fee / account holder | $10,150 | $4,826+110.3% | $8,357+21.5% | $4,296+136.3% |