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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $160,055 | $118,450+35.1% | $98,439+62.6% | $139,434+14.8% |
| Participation rate | 91.7% | 77.4%+14.2pp | 75.2%+16.5pp | 80.3%+11.3pp |
| Annual return | 11.04% | 18.94%-7.9pp | 21.16%-10.1pp | 372.94%-361.9pp |
| Employer contribution / active EE | $0 | $3,609-100.0% | $3,048-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $5,974 | $5,392+10.8% | $4,738+26.1% | $6,710-11.0% |
| Admin fee / account holder | $71,937 | $14,026+412.9% | $8,948+704.0% | $11,403+530.9% |