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 | $167,649 | $147,727+13.5% | $115,756+44.8% | $134,475+24.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.1%+22.9pp | 81.2%+18.8pp |
| Annual return | -12.20% | 73.96%-86.2pp | 143.14%-155.3pp | 417.96%-430.2pp |
| Employer contribution / active EE | $8,476 | $4,713+79.8% | $3,793+123.5% | $4,740+78.8% |
| Participant deferral / active EE | $9,322 | $7,563+23.3% | $6,254+49.1% | $6,400+45.7% |
| Admin fee / account holder | $108,600 | $14,571+645.3% | $8,124+1236.7% | $11,426+850.5% |