Filed January 13, 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 9-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,180 | $54,229-83.1% | $70,092-86.9% | $68,494-86.6% |
| Participation rate | 76.7% | 64.5%+12.2pp | 70.5%+6.2pp | 67.9%+8.8pp |
| Annual return | -6.21% | -13.87%+7.7pp | 190.73%-196.9pp | -7.84%+1.6pp |
| Employer contribution / active EE | $667 | $2,018-67.0% | $2,559-73.9% | $2,596-74.3% |
| Participant deferral / active EE | $467 | $2,956-84.2% | $3,849-87.9% | $4,027-88.4% |
| Admin fee / account holder | $997 | $4,694-78.8% | $6,267-84.1% | $5,403-81.5% |