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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,562 | $185,822+23.0% | $169,993+34.5% | $139,434+63.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.34% | 60.50%-46.2pp | 53.37%-39.0pp | 372.94%-358.6pp |
| Employer contribution / active EE | $15,513 | $7,590+104.4% | $6,785+128.6% | $4,751+226.5% |
| Participant deferral / active EE | $8,436 | $11,622-27.4% | $10,408-18.9% | $6,710+25.7% |
| Admin fee / account holder | $39,561 | $15,381+157.2% | $12,815+208.7% | $11,403+246.9% |