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 | $163,228 | $80,968+101.6% | $96,544+69.1% | $75,163+117.2% |
| Participation rate | 83.3% | 71.8%+11.6pp | 76.0%+7.4pp | 67.2%+16.1pp |
| Annual return | 14.09% | 27.06%-13.0pp | 25.84%-11.7pp | 160.62%-146.5pp |
| Employer contribution / active EE | $3,445 | $2,282+51.0% | $2,965+16.2% | $2,670+29.0% |
| Participant deferral / active EE | $5,743 | $3,928+46.2% | $4,851+18.4% | $4,125+39.2% |
| Admin fee / account holder | $11,562 | $6,724+71.9% | $8,252+40.1% | $5,651+104.6% |