Filed August 4, 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 4-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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $310,446 | $167,484+85.4% | $151,611+104.8% | $134,475+130.9% |
| Participation rate | 76.5% | 88.4%-11.9pp | 87.5%-11.0pp | 81.2%-4.8pp |
| Annual return | -13.04% | 7.80%-20.8pp | 3.33%-16.4pp | 417.96%-431.0pp |
| Employer contribution / active EE | $12,107 | $6,829+77.3% | $6,166+96.3% | $4,740+155.4% |
| Participant deferral / active EE | $8,206 | $8,986-8.7% | $8,363-1.9% | $6,400+28.2% |
| Admin fee / account holder | $6,221 | $13,783-54.9% | $11,616-46.4% | $11,426-45.6% |