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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,533 | $65,561+190.6% | $86,188+121.1% | $75,163+153.5% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 11.87% | 46.05%-34.2pp | 1168.45%-1156.6pp | 160.62%-148.8pp |
| Employer contribution / active EE | $2,702 | $1,553+74.0% | $2,380+13.5% | $2,670+1.2% |
| Participant deferral / active EE | $7,138 | $3,024+136.1% | $3,985+79.1% | $4,125+73.0% |
| Admin fee / account holder | $18,407 | $5,474+236.3% | $6,852+168.6% | $5,651+225.7% |