Filed February 4, 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 | $194,305 | $175,202+10.9% | $149,673+29.8% | $139,434+39.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.35% | 166.71%-154.4pp | 134.42%-122.1pp | 372.94%-360.6pp |
| Employer contribution / active EE | $9,910 | $5,474+81.0% | $4,818+105.7% | $4,751+108.6% |
| Participant deferral / active EE | $8,830 | $6,519+35.5% | $5,680+55.5% | $6,710+31.6% |
| Admin fee / account holder | $19,494 | $16,150+20.7% | $13,210+47.6% | $11,403+71.0% |