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 | $127,034 | $125,758+1.0% | $169,993-25.3% | $75,163+69.0% |
| Participation rate | 82.9% | 83.6%-0.7pp | 87.0%-4.1pp | 67.2%+15.7pp |
| Annual return | 16.41% | 27.20%-10.8pp | 53.37%-37.0pp | 160.62%-144.2pp |
| Employer contribution / active EE | $2,955 | $4,615-36.0% | $6,785-56.4% | $2,670+10.7% |
| Participant deferral / active EE | $6,629 | $6,837-3.0% | $10,408-36.3% | $4,125+60.7% |
| Admin fee / account holder | $5,631 | $8,173-31.1% | $12,815-56.1% | $5,651-0.4% |