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 | $98,042 | $123,793-20.8% | $177,821-44.9% | $79,858+22.8% |
| Participation rate | 98.8% | 84.7%+14.2pp | 87.7%+11.1pp | 69.6%+29.2pp |
| Annual return | 11.65% | 22.82%-11.2pp | 48.32%-36.7pp | 31.71%-20.1pp |
| Employer contribution / active EE | $6,117 | $4,095+49.4% | $5,918+3.4% | $2,471+147.6% |
| Participant deferral / active EE | $4,985 | $5,956-16.3% | $7,714-35.4% | $3,740+33.3% |
| Admin fee / account holder | $7,978 | $7,243+10.2% | $12,427-35.8% | $5,306+50.3% |