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 | $223,858 | $138,347+61.8% | $184,203+21.5% | $80,856+176.9% |
| Participation rate | 96.0% | 83.9%+12.1pp | 86.8%+9.2pp | 67.6%+28.4pp |
| Annual return | 11.83% | 20.02%-8.2pp | 28.81%-17.0pp | 35.59%-23.8pp |
| Employer contribution / active EE | $8,026 | $4,850+65.5% | $6,427+24.9% | $2,755+191.4% |
| Participant deferral / active EE | $7,132 | $7,071+0.9% | $9,131-21.9% | $4,296+66.0% |
| Admin fee / account holder | $19,400 | $10,483+85.1% | $13,901+39.6% | $6,918+180.4% |