Filed July 1, 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 | $74,902 | $94,529-20.8% | $140,016-46.5% | $64,186+16.7% |
| Participation rate | 87.1% | 84.1%+3.0pp | 87.5%-0.4pp | 69.6%+17.5pp |
| Annual return | -6.05% | 7.77%-13.8pp | 651.12%-657.2pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,892 | $3,812-50.4% | $5,606-66.3% | $2,381-20.6% |
| Participant deferral / active EE | $4,131 | $5,250-21.3% | $6,927-40.4% | $3,470+19.1% |
| Admin fee / account holder | $422 | $6,741-93.7% | $10,705-96.1% | $4,888-91.4% |