Filed November 16, 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 | $208,653 | $95,803+117.8% | $113,168+84.4% | $84,808+146.0% |
| Participation rate | 94.9% | 72.9%+22.1pp | 76.6%+18.4pp | 68.3%+26.6pp |
| Annual return | 15.03% | 25.00%-10.0pp | 24.27%-9.2pp | 40.90%-25.9pp |
| Employer contribution / active EE | $909 | $2,360-61.5% | $2,975-69.4% | $2,631-65.4% |
| Participant deferral / active EE | $6,966 | $4,242+64.2% | $5,107+36.4% | $4,212+65.4% |
| Admin fee / account holder | $15,716 | $8,989+74.8% | $12,068+30.2% | $7,344+114.0% |