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 | $93,796 | $137,414-31.7% | $189,513-50.5% | $85,850+9.3% |
| Participation rate | 70.2% | 84.6%-14.4pp | 87.8%-17.6pp | 69.3%+0.9pp |
| Annual return | 15.39% | 38.14%-22.8pp | 555.15%-539.8pp | 318.53%-303.1pp |
| Employer contribution / active EE | $1,885 | $4,344-56.6% | $6,162-69.4% | $2,565-26.5% |
| Participant deferral / active EE | $3,531 | $6,260-43.6% | $8,221-57.0% | $3,952-10.6% |
| Admin fee / account holder | $985 | $8,630-88.6% | $12,045-91.8% | $6,260-84.3% |