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 | $45,620 | $99,032-53.9% | $80,019-43.0% | $135,375-66.3% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -4.95% | 15.39%-20.3pp | 11.22%-16.2pp | 519.73%-524.7pp |
| Employer contribution / active EE | $3,143 | $3,043+3.3% | $2,468+27.4% | $4,779-34.2% |
| Participant deferral / active EE | $5,535 | $4,282+29.3% | $3,686+50.2% | $5,609-1.3% |
| Admin fee / account holder | $26,232 | $10,436+151.4% | $6,521+302.3% | $10,827+142.3% |