Filed January 12, 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 3-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 | $16,078 | $58,208-72.4% | $81,812-80.3% | $80,856-80.1% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 14.62% | 41.66%-27.0pp | 773.79%-759.2pp | 35.59%-21.0pp |
| Employer contribution / active EE | $3,555 | $2,340+51.9% | $2,912+22.1% | $2,755+29.0% |
| Participant deferral / active EE | $3,277 | $3,281-0.1% | $4,319-24.1% | $4,296-23.7% |
| Admin fee / account holder | $472 | $4,981-90.5% | $7,386-93.6% | $6,918-93.2% |