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 | $156,040 | $49,177+217.3% | $79,464+96.4% | $64,186+143.1% |
| Participation rate | 89.1% | 65.0%+24.1pp | 73.3%+15.7pp | 69.6%+19.5pp |
| Annual return | -5.75% | -1.16%-4.6pp | 718.14%-723.9pp | 7.63%-13.4pp |
| Employer contribution / active EE | $8,274 | $2,076+298.5% | $2,800+195.4% | $2,381+247.5% |
| Participant deferral / active EE | $8,716 | $2,821+208.9% | $3,704+135.3% | $3,470+151.2% |
| Admin fee / account holder | $5,136 | $3,839+33.8% | $5,113+0.5% | $4,888+5.1% |