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 9-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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,009 | $58,927-27.0% | $76,817-44.0% | $72,985-41.1% |
| Participation rate | 96.9% | 67.3%+29.6pp | 72.1%+24.8pp | 69.5%+27.4pp |
| Annual return | 3.63% | 2305.64%-2302.0pp | 1166.11%-1162.5pp | 81.00%-77.4pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,580 | $2,690-4.1% | $3,336-22.6% | $3,607-28.5% |
| Admin fee / account holder | $429 | $4,013-89.3% | $6,420-93.3% | $5,124-91.6% |