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 | $114,685 | $137,414-16.5% | $189,513-39.5% | $85,850+33.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 12.02% | 38.14%-26.1pp | 555.15%-543.1pp | 318.53%-306.5pp |
| Employer contribution / active EE | $2,680 | $4,344-38.3% | $6,162-56.5% | $2,565+4.5% |
| Participant deferral / active EE | $5,490 | $6,260-12.3% | $8,221-33.2% | $3,952+38.9% |
| Admin fee / account holder | $15,964 | $8,630+85.0% | $12,045+32.5% | $6,260+155.0% |