Filed February 15, 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 | $58,997 | $209,411-71.8% | $178,490-66.9% | $158,922-62.9% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 16.40% | 188.75%-172.4pp | 151.07%-134.7pp | 302.83%-286.4pp |
| Employer contribution / active EE | $8,165 | $5,706+43.1% | $5,011+62.9% | $4,761+71.5% |
| Participant deferral / active EE | $2,438 | $5,954-59.1% | $5,202-53.1% | $5,982-59.3% |
| Admin fee / account holder | $3,705 | $17,074-78.3% | $13,984-73.5% | $11,246-67.1% |