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 | $63,068 | $105,860-40.4% | $90,749-30.5% | $134,475-53.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -18.01% | -11.01%-7.0pp | -12.16%-5.8pp | 417.96%-436.0pp |
| Employer contribution / active EE | $4,082 | $3,462+17.9% | $2,921+39.7% | $4,740-13.9% |
| Participant deferral / active EE | $7,814 | $5,216+49.8% | $4,564+71.2% | $6,400+22.1% |
| Admin fee / account holder | $429 | $13,938-96.9% | $8,445-94.9% | $11,426-96.2% |