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 | $64,416 | $77,899-17.3% | $149,673-57.0% | $75,163-14.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 0.58% | 31.72%-31.1pp | 134.42%-133.8pp | 160.62%-160.0pp |
| Employer contribution / active EE | $4,896 | $3,137+56.1% | $4,818+1.6% | $2,670+83.4% |
| Participant deferral / active EE | $3,104 | $3,411-9.0% | $5,680-45.4% | $4,125-24.8% |
| Admin fee / account holder | $2,333 | $5,956-60.8% | $13,210-82.3% | $5,651-58.7% |