Filed September 27, 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 8-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 | $62,627 | $43,723+43.2% | $121,196-48.3% | $64,186-2.4% |
| Participation rate | 76.0% | 58.3%+17.7pp | 71.7%+4.3pp | 69.6%+6.4pp |
| Annual return | 0.00% | 68.91%-68.9pp | 16.93%-16.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,051 | $1,296-18.9% | $4,022-73.9% | $2,381-55.8% |
| Participant deferral / active EE | $2,759 | $2,280+21.0% | $3,344-17.5% | $3,470-20.5% |
| Admin fee / account holder | $6,585 | $3,501+88.1% | $5,019+31.2% | $4,888+34.7% |