Filed October 12, 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 | $119,919 | $60,349+98.7% | $74,183+61.7% | $62,891+90.7% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 7.67% | 21.37%-13.7pp | 17.74%-10.1pp | 20.14%-12.5pp |
| Employer contribution / active EE | $2,378 | $1,680+41.5% | $2,370+0.3% | $2,281+4.3% |
| Participant deferral / active EE | $7,447 | $2,856+160.8% | $3,550+109.8% | $3,203+132.5% |
| Admin fee / account holder | $3,598 | $4,261-15.6% | $5,586-35.6% | $4,296-16.2% |