Filed September 22, 1995 (most recent of 2 filings on file)
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,554 | $144,119-89.2% | $117,854-86.8% | $147,584-89.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 9.97% | 531.15%-521.2pp | 335.08%-325.1pp | 578.55%-568.6pp |
| Employer contribution / active EE | $501 | $4,896-89.8% | $3,786-86.8% | $4,876-89.7% |
| Participant deferral / active EE | $2,757 | $5,316-48.1% | $4,482-38.5% | $5,439-49.3% |
| Admin fee / account holder | $784 | $10,886-92.8% | $8,020-90.2% | $10,885-92.8% |