Filed March 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 | $93,172 | $100,041-6.9% | $149,718-37.8% | $70,131+32.9% |
| Participation rate | 86.7% | 83.6%+3.2pp | 87.1%-0.3pp | 69.5%+17.2pp |
| Annual return | 13.30% | 27.43%-14.1pp | 1501.63%-1488.3pp | 73.14%-59.8pp |
| Employer contribution / active EE | $4,591 | $3,662+25.4% | $5,445-15.7% | $2,342+96.0% |
| Participant deferral / active EE | $3,840 | $4,983-22.9% | $6,569-41.5% | $3,332+15.3% |
| Admin fee / account holder | $9,849 | $8,286+18.9% | $11,283-12.7% | $4,645+112.0% |