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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,317 | $76,000-27.2% | $154,107-64.1% | $64,186-13.8% |
| Participation rate | 97.4% | 70.4%+27.0pp | 83.0%+14.3pp | 69.6%+27.8pp |
| Annual return | 6.01% | 30.32%-24.3pp | 735.12%-729.1pp | 7.63%-1.6pp |
| Employer contribution / active EE | $4,490 | $3,351+34.0% | $5,298-15.2% | $2,381+88.6% |
| Participant deferral / active EE | $2,740 | $3,175-13.7% | $5,081-46.1% | $3,470-21.0% |
| Admin fee / account holder | $12,357 | $5,596+120.8% | $13,411-7.9% | $4,888+152.8% |