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.
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 | $42,163 | $85,766-50.8% | $136,294-69.1% | $70,131-39.9% |
| Participation rate | 78.8% | 74.2%+4.7pp | 81.9%-3.1pp | 69.5%+9.3pp |
| Annual return | 14.83% | 31.45%-16.6pp | 5155.94%-5141.1pp | 73.14%-58.3pp |
| Employer contribution / active EE | $2,172 | $2,966-26.8% | $4,695-53.8% | $2,342-7.3% |
| Participant deferral / active EE | $6,206 | $5,051+22.9% | $6,247-0.7% | $3,332+86.3% |
| Admin fee / account holder | $8,254 | $5,420+52.3% | $9,243-10.7% | $4,645+77.7% |