Filed July 26, 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 | $134,888 | $127,065+6.2% | $113,168+19.2% | $142,382-5.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 19.60% | 24.03%-4.4pp | 24.27%-4.7pp | 217.08%-197.5pp |
| Employer contribution / active EE | $3,668 | $3,442+6.5% | $2,975+23.3% | $4,299-14.7% |
| Participant deferral / active EE | $9,116 | $5,716+59.5% | $5,107+78.5% | $6,507+40.1% |
| Admin fee / account holder | $1,086 | $15,736-93.1% | $12,068-91.0% | $12,624-91.4% |