Filed January 23, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,445 | $54,705+74.5% | $71,209+34.0% | $84,808+12.5% |
| Participation rate | 88.6% | 64.1%+24.6pp | 73.8%+14.9pp | 68.3%+20.3pp |
| Annual return | 12.69% | 35.90%-23.2pp | 282.51%-269.8pp | 40.90%-28.2pp |
| Employer contribution / active EE | $3,219 | $2,158+49.2% | $2,721+18.3% | $2,631+22.4% |
| Participant deferral / active EE | $6,077 | $3,030+100.5% | $4,175+45.6% | $4,212+44.3% |
| Admin fee / account holder | $49,286 | $4,863+913.4% | $5,349+821.4% | $7,344+571.1% |