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 | $172,179 | $58,512+194.3% | $84,015+104.9% | $72,985+135.9% |
| Participation rate | 97.4% | 61.2%+36.1pp | 69.0%+28.4pp | 69.5%+27.9pp |
| Annual return | 18.38% | 28.93%-10.6pp | 71.31%-52.9pp | 81.00%-62.6pp |
| Employer contribution / active EE | $3,777 | $1,163+224.8% | $1,983+90.4% | $2,440+54.8% |
| Participant deferral / active EE | $5,678 | $2,394+137.2% | $3,239+75.3% | $3,607+57.4% |
| Admin fee / account holder | $10,628 | $4,569+132.6% | $6,101+74.2% | $5,124+107.4% |