Filed June 15, 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 | $158,618 | $215,361-26.3% | $171,082-7.3% | $273,961-42.1% |
| Participation rate | 70.8% | 82.0%-11.2pp | 76.7%-5.9pp | 83.0%-12.2pp |
| Annual return | 6.26% | 25.14%-18.9pp | 32.56%-26.3pp | 41.45%-35.2pp |
| Employer contribution / active EE | $1,967 | $4,967-60.4% | $4,002-50.9% | $4,869-59.6% |
| Participant deferral / active EE | $9,295 | $5,543+67.7% | $4,797+93.7% | $5,287+75.8% |
| Admin fee / account holder | $5,672 | $10,846-47.7% | $8,520-33.4% | $10,132-44.0% |