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.
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 | $110,477 | $86,929+27.1% | $102,423+7.9% | $80,856+36.6% |
| Participation rate | 87.5% | 72.4%+15.1pp | 76.5%+11.0pp | 67.6%+19.9pp |
| Annual return | 12.93% | 18.88%-6.0pp | 29.32%-16.4pp | 35.59%-22.7pp |
| Employer contribution / active EE | $821 | $2,369-65.3% | $3,023-72.8% | $2,755-70.2% |
| Participant deferral / active EE | $3,560 | $4,118-13.6% | $5,053-29.5% | $4,296-17.1% |
| Admin fee / account holder | $3,765 | $8,049-53.2% | $9,451-60.2% | $6,918-45.6% |