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.
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 | $49,514 | $68,719-27.9% | $91,541-45.9% | $84,808-41.6% |
| Participation rate | 98.6% | 64.5%+34.1pp | 69.8%+28.8pp | 68.3%+30.3pp |
| Annual return | 10.81% | 19.12%-8.3pp | 20.50%-9.7pp | 40.90%-30.1pp |
| Employer contribution / active EE | $689 | $1,920-64.1% | $2,505-72.5% | $2,631-73.8% |
| Participant deferral / active EE | $2,990 | $3,136-4.6% | $4,008-25.4% | $4,212-29.0% |
| Admin fee / account holder | $8,330 | $5,786+44.0% | $6,956+19.7% | $7,344+13.4% |