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 | $71,830 | $167,307-57.1% | $143,757-50.0% | $134,475-46.6% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -16.36% | 0.46%-16.8pp | -0.04%-16.3pp | 417.96%-434.3pp |
| Employer contribution / active EE | $10,897 | $5,619+93.9% | $4,951+120.1% | $4,740+129.9% |
| Participant deferral / active EE | $3,461 | $6,446-46.3% | $5,637-38.6% | $6,400-45.9% |
| Admin fee / account holder | $7,143 | $18,088-60.5% | $14,673-51.3% | $11,426-37.5% |