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 | $92,153 | $91,538+0.7% | $129,995-29.1% | $75,163+22.6% |
| Participation rate | 94.2% | 71.4%+22.8pp | 78.5%+15.7pp | 67.2%+27.0pp |
| Annual return | 15.81% | -631.11%+646.9pp | -137.18%+153.0pp | 160.62%-144.8pp |
| Employer contribution / active EE | $3,840 | $2,845+35.0% | $4,320-11.1% | $2,670+43.8% |
| Participant deferral / active EE | $4,745 | $4,341+9.3% | $5,820-18.5% | $4,125+15.0% |
| Admin fee / account holder | $5,006 | $6,790-26.3% | $10,614-52.8% | $5,651-11.4% |