Filed January 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.
Participant 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $403,522 | $88,707+354.9% | $74,183+444.0% | $273,961+47.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.51% | 11.94%-2.4pp | 17.74%-8.2pp | 41.45%-31.9pp |
| Employer contribution / active EE | $13,215 | $3,159+318.3% | $2,370+457.6% | $4,869+171.4% |
| Participant deferral / active EE | $1,213 | $4,212-71.2% | $3,550-65.8% | $5,287-77.0% |
| Admin fee / account holder | $13,333 | $8,717+53.0% | $5,586+138.7% | $10,132+31.6% |