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 | $90,726 | $126,574-28.3% | $106,213-14.6% | $145,922-37.8% |
| Participation rate | 94.1% | 77.6%+16.5pp | 75.3%+18.8pp | 80.3%+13.8pp |
| Annual return | 13.16% | 224.79%-211.6pp | 116.14%-103.0pp | 561.29%-548.1pp |
| Employer contribution / active EE | $3,965 | $3,730+6.3% | $3,171+25.0% | $4,660-14.9% |
| Participant deferral / active EE | $7,843 | $5,724+37.0% | $5,016+56.4% | $6,688+17.3% |
| Admin fee / account holder | $2,651 | $17,304-84.7% | $11,033-76.0% | $13,397-80.2% |