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 | $164,869 | $60,124+174.2% | $90,404+82.4% | $79,858+106.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 18.30% | 71.94%-53.6pp | 1293.02%-1274.7pp | 31.71%-13.4pp |
| Employer contribution / active EE | $6,087 | $2,068+194.4% | $3,262+86.6% | $2,471+146.4% |
| Participant deferral / active EE | $7,280 | $2,938+147.8% | $3,963+83.7% | $3,740+94.7% |
| Admin fee / account holder | $6,365 | $3,976+60.1% | $5,611+13.4% | $5,306+20.0% |