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 | $166,478 | $95,803+73.8% | $113,168+47.1% | $84,808+96.3% |
| Participation rate | 87.8% | 72.9%+14.9pp | 76.6%+11.2pp | 68.3%+19.5pp |
| Annual return | 12.41% | 25.00%-12.6pp | 24.27%-11.9pp | 40.90%-28.5pp |
| Employer contribution / active EE | $3,888 | $2,360+64.8% | $2,975+30.7% | $2,631+47.8% |
| Participant deferral / active EE | $6,722 | $4,242+58.5% | $5,107+31.6% | $4,212+59.6% |
| Admin fee / account holder | $26,090 | $8,989+190.2% | $12,068+116.2% | $7,344+255.3% |