Filed September 15, 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 7-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 | $50,851 | $75,828-32.9% | $147,614-65.6% | $59,632-14.7% |
| Participation rate | 83.9% | 71.6%+12.3pp | 84.6%-0.8pp | 68.7%+15.2pp |
| Annual return | 0.00% | 0.37%-0.4pp | 61.98%-62.0pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $982 | $3,485-71.8% | $5,564-82.4% | $2,203-55.4% |
| Participant deferral / active EE | $10,806 | $3,130+245.2% | $4,895+120.7% | $3,192+238.6% |
| Admin fee / account holder | $858 | $5,985-85.7% | $11,611-92.6% | $4,297-80.0% |