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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,279 | $54,229-20.2% | $70,092-38.3% | $68,494-36.8% |
| Participation rate | 80.6% | 64.5%+16.2pp | 70.5%+10.2pp | 67.9%+12.8pp |
| Annual return | -17.04% | -13.87%-3.2pp | 190.73%-207.8pp | -7.84%-9.2pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $2,559-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,778 | $2,956-6.0% | $3,849-27.8% | $4,027-31.0% |
| Admin fee / account holder | $7,235 | $4,694+54.1% | $6,267+15.4% | $5,403+33.9% |