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 | $96,605 | $109,413-11.7% | $156,263-38.2% | $84,808+13.9% |
| Participation rate | 86.7% | 72.7%+14.1pp | 78.9%+7.8pp | 68.3%+18.4pp |
| Annual return | 13.98% | 20.18%-6.2pp | 59.47%-45.5pp | 40.90%-26.9pp |
| Employer contribution / active EE | $3,578 | $2,907+23.1% | $4,333-17.4% | $2,631+36.0% |
| Participant deferral / active EE | $4,268 | $4,590-7.0% | $6,158-30.7% | $4,212+1.3% |
| Admin fee / account holder | $5,767 | $9,357-38.4% | $14,255-59.5% | $7,344-21.5% |