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 | $169,180 | $755,339-77.6% | $379,746-55.4% | $158,922+6.5% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | 5.33% | 53.41%-48.1pp | 34.90%-29.6pp | 302.83%-297.5pp |
| Employer contribution / active EE | $7,850 | $4,685+67.5% | $3,540+121.8% | $4,761+64.9% |
| Participant deferral / active EE | $15,574 | $7,938+96.2% | $6,024+158.5% | $5,982+160.3% |
| Admin fee / account holder | $60,683 | $14,482+319.0% | $7,927+665.6% | $11,246+439.6% |