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 | $100,538 | $110,094-8.7% | $151,611-33.7% | $68,494+46.8% |
| Participation rate | 92.1% | 84.0%+8.1pp | 87.5%+4.6pp | 67.9%+24.2pp |
| Annual return | -12.88% | -10.12%-2.8pp | 3.33%-16.2pp | -7.84%-5.0pp |
| Employer contribution / active EE | $3,041 | $4,471-32.0% | $6,166-50.7% | $2,596+17.1% |
| Participant deferral / active EE | $6,787 | $6,527+4.0% | $8,363-18.8% | $4,027+68.5% |
| Admin fee / account holder | $19,690 | $7,719+155.1% | $11,616+69.5% | $5,403+264.4% |