Filed March 20, 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 | $158,916 | $167,483-5.1% | $115,752+37.3% | $147,584+7.7% |
| Participation rate | 94.1% | 81.7%+12.4pp | 77.8%+16.4pp | 82.8%+11.3pp |
| Annual return | 13.26% | 12.11%+1.1pp | 19.41%-6.1pp | 578.55%-565.3pp |
| Employer contribution / active EE | $3,458 | $4,960-30.3% | $3,492-1.0% | $4,876-29.1% |
| Participant deferral / active EE | $4,069 | $7,037-42.2% | $5,204-21.8% | $5,439-25.2% |
| Admin fee / account holder | $54,956 | $13,069+320.5% | $6,278+775.4% | $10,885+404.9% |