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 | $64,328 | $91,190-29.5% | $178,490-64.0% | $79,858-19.4% |
| Participation rate | 97.4% | 69.2%+28.2pp | 81.9%+15.5pp | 69.6%+27.8pp |
| Annual return | 0.14% | 24.19%-24.0pp | 151.07%-150.9pp | 31.71%-31.6pp |
| Employer contribution / active EE | $4,600 | $3,256+41.3% | $5,011-8.2% | $2,471+86.2% |
| Participant deferral / active EE | $3,193 | $3,236-1.3% | $5,202-38.6% | $3,740-14.6% |
| Admin fee / account holder | $1,775 | $6,751-73.7% | $13,984-87.3% | $5,306-66.6% |