Filed October 26, 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 | $42,048 | $46,072-8.7% | $70,014-39.9% | $55,167-23.8% |
| Participation rate | 94.3% | 67.5%+26.9pp | 71.8%+22.5pp | 69.0%+25.4pp |
| Annual return | 11.83% | 8.68%+3.2pp | 12.99%-1.2pp | 169.23%-157.4pp |
| Employer contribution / active EE | $943 | $1,500-37.1% | $2,338-59.7% | $1,963-51.9% |
| Participant deferral / active EE | $2,432 | $2,344+3.8% | $2,931-17.0% | $3,054-20.4% |
| Admin fee / account holder | $405 | $428-5.2% | $4,380-90.7% | $504-19.5% |