Filed May 10, 1994
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,361 | $74,888+10.0% | $71,209+15.7% | $142,382-42.2% |
| Participation rate | 73.7% | 76.2%-2.5pp | 73.8%-0.1pp | 80.1%-6.4pp |
| Annual return | 15.14% | 345.14%-330.0pp | 282.51%-267.4pp | 217.08%-201.9pp |
| Employer contribution / active EE | $412 | $2,854-85.6% | $2,721-84.9% | $4,299-90.4% |
| Participant deferral / active EE | $3,559 | $4,454-20.1% | $4,175-14.8% | $6,507-45.3% |
| Admin fee / account holder | $28,145 | $5,568+405.5% | $5,349+426.2% | $12,624+123.0% |