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 | $91,122 | $109,359-16.7% | $162,163-43.8% | $72,985+24.9% |
| Participation rate | 98.9% | 84.3%+14.6pp | 87.6%+11.3pp | 69.5%+29.4pp |
| Annual return | 18.86% | 25.46%-6.6pp | 115.59%-96.7pp | 81.00%-62.1pp |
| Employer contribution / active EE | $5,196 | $3,907+33.0% | $5,614-7.4% | $2,440+112.9% |
| Participant deferral / active EE | $4,005 | $5,481-26.9% | $7,298-45.1% | $3,607+11.0% |
| Admin fee / account holder | $4,899 | $7,972-38.5% | $10,843-54.8% | $5,124-4.4% |