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 | $151,008 | $50,958+196.3% | $74,550+102.6% | $64,186+135.3% |
| Participation rate | 97.4% | 61.1%+36.3pp | 69.1%+28.2pp | 69.6%+27.8pp |
| Annual return | -4.82% | -1.86%-3.0pp | 32.53%-37.3pp | 7.63%-12.5pp |
| Employer contribution / active EE | $3,934 | $1,115+252.7% | $1,961+100.6% | $2,381+65.2% |
| Participant deferral / active EE | $5,908 | $2,301+156.7% | $3,108+90.1% | $3,470+70.3% |
| Admin fee / account holder | $5,971 | $4,223+41.4% | $5,060+18.0% | $4,888+22.2% |