Filed March 3, 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 | $86,785 | $80,753+7.5% | $136,294-36.3% | $62,292+39.3% |
| Participation rate | 97.5% | 73.5%+23.9pp | 81.9%+15.5pp | 69.5%+27.9pp |
| Annual return | 28.51% | 35.83%-7.3pp | 5155.94%-5127.4pp | 28.90%-0.4pp |
| Employer contribution / active EE | $4,237 | $2,884+46.9% | $4,695-9.8% | $2,042+107.5% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $793 | $525+50.9% | $9,243-91.4% | $479+65.4% |