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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,878 | $109,359-5.0% | $162,163-35.9% | $72,985+42.3% |
| Participation rate | 90.5% | 84.3%+6.2pp | 87.6%+2.9pp | 69.5%+21.0pp |
| Annual return | 16.56% | 25.46%-8.9pp | 115.59%-99.0pp | 81.00%-64.4pp |
| Employer contribution / active EE | $3,575 | $3,907-8.5% | $5,614-36.3% | $2,440+46.5% |
| Participant deferral / active EE | $4,745 | $5,481-13.4% | $7,298-35.0% | $3,607+31.5% |
| Admin fee / account holder | $1,075 | $7,972-86.5% | $10,843-90.1% | $5,124-79.0% |