Filed June 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,317 | $69,977-56.7% | $108,579-72.1% | $62,891-51.8% |
| Participation rate | 76.9% | 72.9%+4.0pp | 79.6%-2.6pp | 69.3%+7.6pp |
| Annual return | 4.43% | 10.73%-6.3pp | -51.70%+56.1pp | 20.14%-15.7pp |
| Employer contribution / active EE | $1,070 | $2,135-49.9% | $3,758-71.5% | $2,281-53.1% |
| Participant deferral / active EE | $1,943 | $3,165-38.6% | $4,311-54.9% | $3,203-39.3% |
| Admin fee / account holder | $3,619 | $5,076-28.7% | $7,645-52.7% | $4,296-15.8% |