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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,145 | $57,065-3.4% | $75,670-27.1% | $70,131-21.4% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.3%+27.7pp | 69.5%+30.5pp |
| Annual return | -40.68% | 23.57%-64.2pp | 27.34%-68.0pp | 73.14%-113.8pp |
| Employer contribution / active EE | $2,815 | $1,817+55.0% | $2,352+19.7% | $2,342+20.2% |
| Participant deferral / active EE | $5,703 | $2,580+121.1% | $3,142+81.5% | $3,332+71.2% |
| Admin fee / account holder | $316 | $3,825-91.7% | $5,800-94.5% | $4,645-93.2% |