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 | $132,825 | $54,350+144.4% | $82,719+60.6% | $68,494+93.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -18.51% | -13.67%-4.8pp | 701.18%-719.7pp | -7.84%-10.7pp |
| Employer contribution / active EE | $6,075 | $2,218+173.9% | $3,009+101.9% | $2,596+134.0% |
| Participant deferral / active EE | $7,000 | $3,246+115.6% | $4,395+59.3% | $4,027+73.8% |
| Admin fee / account holder | $2,444 | $4,395-44.4% | $5,329-54.1% | $5,403-54.8% |