Filed October 2, 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 | $156,892 | $54,541+187.7% | $78,778+99.2% | $70,131+123.7% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 14.95% | 21.07%-6.1pp | 35.62%-20.7pp | 73.14%-58.2pp |
| Employer contribution / active EE | $3,808 | $1,089+249.8% | $1,986+91.8% | $2,342+62.6% |
| Participant deferral / active EE | $5,202 | $2,210+135.4% | $2,958+75.9% | $3,332+56.1% |
| Admin fee / account holder | $2,696 | $3,709-27.3% | $5,134-47.5% | $4,645-42.0% |