Filed September 5, 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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $46,167 | $88,710-48.0% | $81,783-43.5% | $145,959-68.4% |
| Participation rate | 75.0% | 75.0%0pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 12.33% | 1027.26%-1014.9pp | 775.05%-762.7pp | 561.95%-549.6pp |
| Employer contribution / active EE | $3,373 | $3,083+9.4% | $2,913+15.8% | $4,661-27.6% |
| Participant deferral / active EE | $4,966 | $4,645+6.9% | $4,320+14.9% | $6,689-25.8% |
| Admin fee / account holder | $35,937 | $8,407+327.4% | $7,380+387.0% | $13,398+168.2% |