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 | $143,971 | $95,803+50.3% | $113,168+27.2% | $84,808+69.8% |
| Participation rate | 84.8% | 72.9%+11.9pp | 76.6%+8.2pp | 68.3%+16.5pp |
| Annual return | 16.83% | 25.00%-8.2pp | 24.27%-7.4pp | 40.90%-24.1pp |
| Employer contribution / active EE | $790 | $2,360-66.5% | $2,975-73.4% | $2,631-70.0% |
| Participant deferral / active EE | $3,454 | $4,242-18.6% | $5,107-32.4% | $4,212-18.0% |
| Admin fee / account holder | $10,945 | $8,989+21.8% | $12,068-9.3% | $7,344+49.0% |