Filed January 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 | $64,551 | $104,251-38.1% | $91,001-29.1% | $147,584-56.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 16.09% | 27.06%-11.0pp | 4.60%+11.5pp | 578.55%-562.5pp |
| Employer contribution / active EE | $2,945 | $3,116-5.5% | $2,456+19.9% | $4,876-39.6% |
| Participant deferral / active EE | $5,985 | $4,195+42.7% | $3,547+68.7% | $5,439+10.0% |
| Admin fee / account holder | $10,474 | $8,948+17.1% | $5,417+93.3% | $10,885-3.8% |