Filed August 9, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $53,435 | $62,586-14.6% | $76,768-30.4% | $64,186-16.7% |
| Participation rate | 89.5% | 72.8%+16.7pp | 77.0%+12.6pp | 69.6%+20.0pp |
| Annual return | -3.06% | -1.95%-1.1pp | 2.43%-5.5pp | 7.63%-10.7pp |
| Employer contribution / active EE | $63 | $1,832-96.5% | $2,485-97.4% | $2,381-97.3% |
| Participant deferral / active EE | $2,888 | $3,145-8.2% | $3,852-25.0% | $3,470-16.8% |
| Admin fee / account holder | $1,842 | $4,667-60.5% | $6,675-72.4% | $4,888-62.3% |