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 | $145,809 | $71,883+102.8% | $86,677+68.2% | $68,494+112.9% |
| Participation rate | 87.5% | 72.2%+15.3pp | 76.6%+10.9pp | 67.9%+19.6pp |
| Annual return | -13.86% | 3.52%-17.4pp | 35.91%-49.8pp | -7.84%-6.0pp |
| Employer contribution / active EE | $3,378 | $2,173+55.5% | $2,836+19.1% | $2,596+30.1% |
| Participant deferral / active EE | $5,690 | $3,779+50.6% | $4,656+22.2% | $4,027+41.3% |
| Admin fee / account holder | $6,579 | $6,112+7.7% | $7,493-12.2% | $5,403+21.8% |