Filed January 6, 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 | $51,542 | $98,240-47.5% | $82,313-37.4% | $147,584-65.1% |
| Participation rate | 94.1% | 79.7%+14.4pp | 76.9%+17.2pp | 82.8%+11.3pp |
| Annual return | 16.62% | 30.85%-14.2pp | 25.88%-9.3pp | 578.55%-561.9pp |
| Employer contribution / active EE | $2,353 | $3,192-26.3% | $2,428-3.1% | $4,876-51.7% |
| Participant deferral / active EE | $1,606 | $4,383-63.4% | $3,706-56.7% | $5,439-70.5% |
| Admin fee / account holder | $1,936 | $8,563-77.4% | $5,608-65.5% | $10,885-82.2% |