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 | $88,886 | $101,724-12.6% | $164,813-46.1% | $80,856+9.9% |
| Participation rate | 81.3% | 71.8%+9.4pp | 78.6%+2.6pp | 67.6%+13.6pp |
| Annual return | 12.69% | 16.72%-4.0pp | 69.93%-57.2pp | 35.59%-22.9pp |
| Employer contribution / active EE | $2,588 | $2,953-12.4% | $4,341-40.4% | $2,755-6.1% |
| Participant deferral / active EE | $3,881 | $4,477-13.3% | $6,031-35.7% | $4,296-9.7% |
| Admin fee / account holder | $678 | $8,227-91.8% | $12,690-94.7% | $6,918-90.2% |