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 | $176,429 | $59,805+195.0% | $79,550+121.8% | $68,494+157.6% |
| Participation rate | 93.8% | 61.1%+32.7pp | 69.5%+24.3pp | 67.9%+25.9pp |
| Annual return | -14.63% | -12.30%-2.3pp | 0.16%-14.8pp | -7.84%-6.8pp |
| Employer contribution / active EE | $2,482 | $1,505+65.0% | $2,413+2.9% | $2,596-4.4% |
| Participant deferral / active EE | $6,414 | $3,024+112.1% | $3,985+61.0% | $4,027+59.3% |
| Admin fee / account holder | $10,126 | $4,835+109.4% | $6,832+48.2% | $5,403+87.4% |