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 | $234,827 | $60,124+290.6% | $90,404+159.8% | $79,858+194.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 14.66% | 71.94%-57.3pp | 1293.02%-1278.4pp | 31.71%-17.1pp |
| Employer contribution / active EE | $9,551 | $2,068+361.9% | $3,262+192.8% | $2,471+286.6% |
| Participant deferral / active EE | $9,595 | $2,938+226.6% | $3,963+142.1% | $3,740+156.5% |
| Admin fee / account holder | $13,274 | $3,976+233.8% | $5,611+136.6% | $5,306+150.2% |