Filed November 28, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,979 | $54,541-35.9% | $78,778-55.6% | $70,131-50.1% |
| Participation rate | 76.4% | 60.8%+15.6pp | 69.2%+7.2pp | 69.5%+6.9pp |
| Annual return | 13.29% | 21.07%-7.8pp | 35.62%-22.3pp | 73.14%-59.8pp |
| Employer contribution / active EE | $112 | $1,089-89.7% | $1,986-94.3% | $2,342-95.2% |
| Participant deferral / active EE | $2,456 | $2,210+11.1% | $2,958-17.0% | $3,332-26.3% |
| Admin fee / account holder | $1,698 | $3,709-54.2% | $5,134-66.9% | $4,645-63.4% |