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 | $73,003 | $127,777-42.9% | $106,548-31.5% | $167,490-56.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 15.27% | 33.87%-18.6pp | 26.80%-11.5pp | 478.56%-463.3pp |
| Employer contribution / active EE | $3,960 | $3,427+15.6% | $2,819+40.5% | $4,837-18.1% |
| Participant deferral / active EE | $6,840 | $5,087+34.5% | $4,398+55.5% | $6,341+7.9% |
| Admin fee / account holder | $9,704 | $11,228-13.6% | $7,407+31.0% | $12,309-21.2% |