Filed February 28, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $291,985 | $94,529+208.9% | $140,016+108.5% | $64,186+354.9% |
| Participation rate | 92.9% | 84.1%+8.8pp | 87.5%+5.4pp | 69.6%+23.3pp |
| Annual return | -7.28% | 7.77%-15.1pp | 651.12%-658.4pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,976 | $3,812-48.2% | $5,606-64.7% | $2,381-17.0% |
| Participant deferral / active EE | $12,201 | $5,250+132.4% | $6,927+76.1% | $3,470+251.7% |
| Admin fee / account holder | $5,863 | $6,741-13.0% | $10,705-45.2% | $4,888+20.0% |