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 | $246,761 | $127,777+93.1% | $106,548+131.6% | $167,490+47.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 13.41% | 33.87%-20.5pp | 26.80%-13.4pp | 478.56%-465.1pp |
| Employer contribution / active EE | $9,751 | $3,427+184.6% | $2,819+245.9% | $4,837+101.6% |
| Participant deferral / active EE | $8,416 | $5,087+65.4% | $4,398+91.4% | $6,341+32.7% |
| Admin fee / account holder | $941 | $11,228-91.6% | $7,407-87.3% | $12,309-92.4% |