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 | $72,958 | $217,402-66.4% | $185,823-60.7% | $167,490-56.4% |
| Participation rate | 85.7% | 86.0%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 11.47% | 148.36%-136.9pp | 122.05%-110.6pp | 478.56%-467.1pp |
| Employer contribution / active EE | $10,556 | $5,873+79.7% | $5,167+104.3% | $4,837+118.2% |
| Participant deferral / active EE | $3,186 | $6,356-49.9% | $5,568-42.8% | $6,341-49.8% |
| Admin fee / account holder | $2,427 | $19,811-87.7% | $16,237-85.1% | $12,309-80.3% |