Filed January 27, 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 | $51,793 | $171,865-69.9% | $149,718-65.4% | $147,584-64.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 15.79% | 2113.22%-2097.4pp | 1501.63%-1485.8pp | 578.55%-562.8pp |
| Employer contribution / active EE | $5,399 | $6,275-14.0% | $5,445-0.8% | $4,876+10.7% |
| Participant deferral / active EE | $5,245 | $7,271-27.9% | $6,569-20.2% | $5,439-3.6% |
| Admin fee / account holder | $2,287 | $13,799-83.4% | $11,283-79.7% | $10,885-79.0% |