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 | $197,761 | $65,041+204.1% | $90,951+117.4% | $79,858+147.6% |
| Participation rate | 97.0% | 61.6%+35.4pp | 69.0%+28.0pp | 69.6%+27.3pp |
| Annual return | 12.35% | 30.45%-18.1pp | 134.60%-122.3pp | 31.71%-19.4pp |
| Employer contribution / active EE | $3,963 | $1,247+217.8% | $2,122+86.8% | $2,471+60.4% |
| Participant deferral / active EE | $6,377 | $2,512+153.9% | $3,373+89.1% | $3,740+70.5% |
| Admin fee / account holder | $10,234 | $4,536+125.6% | $5,959+71.7% | $5,306+92.9% |