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 | $189,746 | $154,365+22.9% | $130,231+45.7% | $139,434+36.1% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | 11.38% | 30.34%-19.0pp | 38.77%-27.4pp | 372.94%-361.6pp |
| Employer contribution / active EE | $2,458 | $5,170-52.5% | $4,126-40.4% | $4,751-48.3% |
| Participant deferral / active EE | $9,625 | $8,498+13.3% | $6,799+41.6% | $6,710+43.4% |
| Admin fee / account holder | $4,107 | $9,214-55.4% | $6,020-31.8% | $11,403-64.0% |