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 | $184,534 | $148,978+23.9% | $200,582-8.0% | $84,808+117.6% |
| Participation rate | 87.8% | 84.2%+3.6pp | 86.9%+0.9pp | 68.3%+19.5pp |
| Annual return | 16.44% | 28.16%-11.7pp | 42.33%-25.9pp | 40.90%-24.5pp |
| Employer contribution / active EE | $3,246 | $4,815-32.6% | $6,419-49.4% | $2,631+23.4% |
| Participant deferral / active EE | $7,444 | $7,142+4.2% | $9,331-20.2% | $4,212+76.8% |
| Admin fee / account holder | $2,178 | $13,977-84.4% | $16,305-86.6% | $7,344-70.3% |