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 | $51,838 | $85,202-39.2% | $172,739-70.0% | $72,985-29.0% |
| Participation rate | 97.5% | 70.1%+27.4pp | 82.6%+14.9pp | 69.5%+28.0pp |
| Annual return | 3.96% | 27.32%-23.4pp | 802.84%-798.9pp | 81.00%-77.0pp |
| Employer contribution / active EE | $4,439 | $3,324+33.5% | $5,143-13.7% | $2,440+81.9% |
| Participant deferral / active EE | $2,787 | $3,260-14.5% | $5,198-46.4% | $3,607-22.7% |
| Admin fee / account holder | $4,085 | $5,884-30.6% | $13,954-70.7% | $5,124-20.3% |