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 | $15,947 | $135,635-88.2% | $110,238-85.5% | $135,375-88.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.04% | 513.19%-518.2pp | 314.74%-319.8pp | 519.73%-524.8pp |
| Employer contribution / active EE | $469 | $4,906-90.4% | $3,826-87.8% | $4,779-90.2% |
| Participant deferral / active EE | $2,600 | $5,506-52.8% | $4,672-44.4% | $5,609-53.7% |
| Admin fee / account holder | $309 | $11,457-97.3% | $8,547-96.4% | $10,827-97.1% |