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 | $62,667 | $84,233-25.6% | $170,442-63.2% | $70,131-10.6% |
| Participation rate | 80.6% | 70.8%+9.7pp | 83.6%-3.0pp | 69.5%+11.0pp |
| Annual return | 14.71% | 23.06%-8.3pp | 205.93%-191.2pp | 73.14%-58.4pp |
| Employer contribution / active EE | $2,927 | $3,387-13.6% | $5,433-46.1% | $2,342+25.0% |
| Participant deferral / active EE | $8,307 | $3,086+169.2% | $4,939+68.2% | $3,332+149.3% |
| Admin fee / account holder | $6,989 | $5,698+22.7% | $13,880-49.6% | $4,645+50.5% |