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 | $196,786 | $99,985+96.8% | $146,665+34.2% | $85,850+129.2% |
| Participation rate | 84.3% | 73.1%+11.3pp | 80.1%+4.2pp | 69.3%+15.0pp |
| Annual return | 8.02% | 18.93%-10.9pp | 22.74%-14.7pp | 318.53%-310.5pp |
| Employer contribution / active EE | $3,244 | $2,559+26.8% | $4,136-21.6% | $2,565+26.5% |
| Participant deferral / active EE | $3,879 | $4,006-3.2% | $5,506-29.5% | $3,952-1.8% |
| Admin fee / account holder | $15,672 | $7,702+103.5% | $10,280+52.5% | $6,260+150.3% |