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 | $161,232 | $86,286+86.9% | $111,297+44.9% | $85,850+87.8% |
| Participation rate | 81.8% | 73.3%+8.5pp | 77.3%+4.5pp | 69.3%+12.5pp |
| Annual return | 9.39% | 19.99%-10.6pp | 54.65%-45.3pp | 318.53%-309.1pp |
| Employer contribution / active EE | $2,938 | $2,043+43.8% | $2,731+7.6% | $2,565+14.5% |
| Participant deferral / active EE | $4,939 | $3,641+35.7% | $4,487+10.1% | $3,952+25.0% |
| Admin fee / account holder | $33,126 | $8,188+304.6% | $7,964+316.0% | $6,260+429.2% |