Filed December 29, 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 | $83,194 | $94,529-12.0% | $140,016-40.6% | $64,186+29.6% |
| Participation rate | 88.6% | 84.1%+4.5pp | 87.5%+1.1pp | 69.6%+19.1pp |
| Annual return | -1.56% | 7.77%-9.3pp | 651.12%-652.7pp | 7.63%-9.2pp |
| Employer contribution / active EE | $2,024 | $3,812-46.9% | $5,606-63.9% | $2,381-15.0% |
| Participant deferral / active EE | $4,098 | $5,250-21.9% | $6,927-40.8% | $3,470+18.1% |
| Admin fee / account holder | $6,661 | $6,741-1.2% | $10,705-37.8% | $4,888+36.3% |