Filed January 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 | $172,322 | $61,660+179.5% | $80,019+115.4% | $64,186+168.5% |
| Participation rate | 93.1% | 71.7%+21.4pp | 75.8%+17.3pp | 69.6%+23.5pp |
| Annual return | -7.81% | -0.33%-7.5pp | 11.22%-19.0pp | 7.63%-15.4pp |
| Employer contribution / active EE | $8,071 | $1,810+345.8% | $2,468+227.0% | $2,381+239.0% |
| Participant deferral / active EE | $6,923 | $2,968+133.3% | $3,686+87.8% | $3,470+99.6% |
| Admin fee / account holder | $4,348 | $5,417-19.7% | $6,521-33.3% | $4,888-11.1% |