Filed January 27, 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 | $176,718 | $48,076+267.6% | $78,689+124.6% | $62,891+181.0% |
| Participation rate | 85.2% | 65.2%+20.0pp | 73.6%+11.6pp | 69.3%+15.9pp |
| Annual return | 8.69% | 31.35%-22.7pp | 62.18%-53.5pp | 20.14%-11.5pp |
| Employer contribution / active EE | $7,788 | $2,015+286.6% | $2,851+173.2% | $2,281+241.4% |
| Participant deferral / active EE | $9,274 | $2,588+258.4% | $3,517+163.7% | $3,203+189.5% |
| Admin fee / account holder | $33,202 | $3,207+935.2% | $4,510+636.1% | $4,296+672.9% |