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 | $112,445 | $123,793-9.2% | $177,821-36.8% | $79,858+40.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 9.48% | 22.82%-13.3pp | 48.32%-38.8pp | 31.71%-22.2pp |
| Employer contribution / active EE | $2,551 | $4,095-37.7% | $5,918-56.9% | $2,471+3.2% |
| Participant deferral / active EE | $5,368 | $5,956-9.9% | $7,714-30.4% | $3,740+43.5% |
| Admin fee / account holder | $5,954 | $7,243-17.8% | $12,427-52.1% | $5,306+12.2% |