Filed September 30, 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 | $169,111 | $99,032+70.8% | $80,019+111.3% | $135,375+24.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 186.11% | 15.39%+170.7pp | 11.22%+174.9pp | 519.73%-333.6pp |
| Employer contribution / active EE | $6,818 | $3,043+124.0% | $2,468+176.3% | $4,779+42.7% |
| Participant deferral / active EE | $3,134 | $4,282-26.8% | $3,686-15.0% | $5,609-44.1% |
| Admin fee / account holder | $3,160 | $10,436-69.7% | $6,521-51.5% | $10,827-70.8% |