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 | $181,554 | $138,347+31.2% | $184,203-1.4% | $80,856+124.5% |
| Participation rate | 76.2% | 83.9%-7.7pp | 86.8%-10.6pp | 67.6%+8.6pp |
| Annual return | 13.83% | 20.02%-6.2pp | 28.81%-15.0pp | 35.59%-21.8pp |
| Employer contribution / active EE | $2,947 | $4,850-39.3% | $6,427-54.2% | $2,755+7.0% |
| Participant deferral / active EE | $6,980 | $7,071-1.3% | $9,131-23.6% | $4,296+62.5% |
| Admin fee / account holder | $5,602 | $10,483-46.6% | $13,901-59.7% | $6,918-19.0% |