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 | $54,465 | $197,591-72.4% | $177,821-69.4% | $158,922-65.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 13.75% | 58.76%-45.0pp | 48.32%-34.6pp | 302.83%-289.1pp |
| Employer contribution / active EE | $5,336 | $6,697-20.3% | $5,918-9.8% | $4,761+12.1% |
| Participant deferral / active EE | $5,467 | $8,405-35.0% | $7,714-29.1% | $5,982-8.6% |
| Admin fee / account holder | $8,958 | $15,399-41.8% | $12,427-27.9% | $11,246-20.3% |