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 | $46,245 | $63,764-27.5% | $81,930-43.6% | $79,858-42.1% |
| Participation rate | 89.2% | 67.5%+21.7pp | 72.0%+17.2pp | 69.6%+19.6pp |
| Annual return | 5.51% | 22.66%-17.2pp | 29.49%-24.0pp | 31.71%-26.2pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,214 | $2,780-20.4% | $7,107-68.9% | $3,740-40.8% |
| Admin fee / account holder | $3,526 | $4,426-20.3% | $5,158-31.6% | $5,306-33.5% |