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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,988 | $81,900+5.0% | $119,609-28.1% | $68,494+25.5% |
| Participation rate | 94.0% | 71.9%+22.1pp | 79.3%+14.7pp | 67.9%+26.1pp |
| Annual return | -8.87% | -23.82%+14.9pp | -14.97%+6.1pp | -7.84%-1.0pp |
| Employer contribution / active EE | $3,521 | $2,693+30.7% | $4,232-16.8% | $2,596+35.6% |
| Participant deferral / active EE | $4,299 | $4,148+3.6% | $5,602-23.3% | $4,027+6.7% |
| Admin fee / account holder | $83,801 | $6,582+1173.2% | $10,323+711.8% | $5,403+1451.1% |