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 | $42,715 | $77,813-45.1% | $123,544-65.4% | $64,186-33.5% |
| Participation rate | 81.0% | 74.7%+6.3pp | 82.3%-1.3pp | 69.6%+11.5pp |
| Annual return | -3.65% | 12.48%-16.1pp | 119.20%-122.8pp | 7.63%-11.3pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,947 | $5,240+13.5% | $6,426-7.5% | $3,470+71.4% |
| Admin fee / account holder | $9,161 | $5,519+66.0% | $9,284-1.3% | $4,888+87.4% |