Filed April 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 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,231 | $67,606+85.2% | $82,313+52.1% | $70,131+78.6% |
| Participation rate | 95.2% | 72.8%+22.5pp | 76.9%+18.3pp | 69.5%+25.7pp |
| Annual return | 11.30% | 21.57%-10.3pp | 25.88%-14.6pp | 73.14%-61.8pp |
| Employer contribution / active EE | $3,068 | $1,755+74.8% | $2,428+26.4% | $2,342+31.0% |
| Participant deferral / active EE | $4,509 | $2,987+50.9% | $3,706+21.7% | $3,332+35.3% |
| Admin fee / account holder | $23,819 | $4,512+427.9% | $5,608+324.7% | $4,645+412.7% |