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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,121 | $76,367+175.1% | $93,606+124.5% | $72,985+187.9% |
| Participation rate | 80.8% | 71.7%+9.0pp | 75.8%+4.9pp | 69.5%+11.3pp |
| Annual return | 20.93% | 25.82%-4.9pp | 32.76%-11.8pp | 81.00%-60.1pp |
| Employer contribution / active EE | $9,119 | $2,275+300.8% | $2,718+235.5% | $2,440+273.7% |
| Participant deferral / active EE | $7,511 | $3,538+112.3% | $4,069+84.6% | $3,607+108.2% |
| Admin fee / account holder | $5,065 | $6,838-25.9% | $7,888-35.8% | $5,124-1.2% |