Filed February 16, 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 | $120,521 | $83,477+44.4% | $125,175-3.7% | $72,985+65.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 13.16% | 25.78%-12.6pp | 43.79%-30.6pp | 81.00%-67.8pp |
| Employer contribution / active EE | $3,235 | $2,345+37.9% | $3,865-16.3% | $2,440+32.6% |
| Participant deferral / active EE | $3,089 | $3,585-13.8% | $4,937-37.4% | $3,607-14.4% |
| Admin fee / account holder | $805 | $5,517-85.4% | $9,702-91.7% | $5,124-84.3% |