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 | $153,168 | $78,422+95.3% | $95,952+59.6% | $79,858+91.8% |
| Participation rate | 91.5% | 73.5%+18.0pp | 77.1%+14.4pp | 69.6%+21.9pp |
| Annual return | 11.40% | 19.37%-8.0pp | 91.61%-80.2pp | 31.71%-20.3pp |
| Employer contribution / active EE | $2,852 | $1,945+46.6% | $2,541+12.2% | $2,471+15.4% |
| Participant deferral / active EE | $4,461 | $3,440+29.7% | $4,167+7.1% | $3,740+19.3% |
| Admin fee / account holder | $3,523 | $5,622-37.3% | $6,795-48.2% | $5,306-33.6% |