Filed January 12, 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 | $115,223 | $53,127+116.9% | $86,590+33.1% | $70,131+64.3% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 21.56% | 27.66%-6.1pp | 964.84%-943.3pp | 73.14%-51.6pp |
| Employer contribution / active EE | $5,655 | $2,068+173.4% | $2,839+99.2% | $2,342+141.4% |
| Participant deferral / active EE | $6,243 | $2,696+131.6% | $3,609+73.0% | $3,332+87.4% |
| Admin fee / account holder | $3,624 | $3,585+1.1% | $4,906-26.1% | $4,645-22.0% |