Filed May 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 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 | $34,538 | $86,929-60.3% | $102,423-66.3% | $80,856-57.3% |
| Participation rate | 95.7% | 72.4%+23.3pp | 76.5%+19.2pp | 67.6%+28.1pp |
| Annual return | 12.25% | 18.88%-6.6pp | 29.32%-17.1pp | 35.59%-23.3pp |
| Employer contribution / active EE | $3,150 | $2,369+33.0% | $3,023+4.2% | $2,755+14.4% |
| Participant deferral / active EE | $3,637 | $4,118-11.7% | $5,053-28.0% | $4,296-15.3% |
| Admin fee / account holder | $4,151 | $8,049-48.4% | $9,451-56.1% | $6,918-40.0% |