Filed November 13, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,570 | $84,233-36.4% | $170,442-68.6% | $70,131-23.6% |
| Participation rate | 95.2% | 70.8%+24.4pp | 83.6%+11.6pp | 69.5%+25.7pp |
| Annual return | 7.19% | 23.06%-15.9pp | 205.93%-198.7pp | 73.14%-65.9pp |
| Employer contribution / active EE | $3,735 | $3,387+10.3% | $5,433-31.3% | $2,342+59.4% |
| Participant deferral / active EE | $2,397 | $3,086-22.3% | $4,939-51.5% | $3,332-28.1% |
| Admin fee / account holder | $11,073 | $5,698+94.3% | $13,880-20.2% | $4,645+138.4% |