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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,053 | $62,586+77.4% | $76,768+44.7% | $64,186+73.0% |
| Participation rate | 91.8% | 72.8%+19.0pp | 77.0%+14.9pp | 69.6%+22.3pp |
| Annual return | -5.17% | -1.95%-3.2pp | 2.43%-7.6pp | 7.63%-12.8pp |
| Employer contribution / active EE | $3,376 | $1,832+84.3% | $2,485+35.8% | $2,381+41.8% |
| Participant deferral / active EE | $5,085 | $3,145+61.7% | $3,852+32.0% | $3,470+46.6% |
| Admin fee / account holder | $2,807 | $4,667-39.9% | $6,675-57.9% | $4,888-42.6% |