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 | $186,236 | $53,127+250.5% | $86,590+115.1% | $70,131+165.6% |
| Participation rate | 84.0% | 65.3%+18.7pp | 73.5%+10.5pp | 69.5%+14.5pp |
| Annual return | 15.20% | 27.66%-12.5pp | 964.84%-949.6pp | 73.14%-57.9pp |
| Employer contribution / active EE | $9,293 | $2,068+349.3% | $2,839+227.3% | $2,342+296.7% |
| Participant deferral / active EE | $9,917 | $2,696+267.9% | $3,609+174.8% | $3,332+197.6% |
| Admin fee / account holder | $59,645 | $3,585+1563.5% | $4,906+1115.9% | $4,645+1184.0% |