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 | $47,295 | $56,199-15.8% | $67,652-30.1% | $59,632-20.7% |
| Participation rate | 96.7% | 71.5%+25.2pp | 75.7%+21.0pp | 68.7%+28.0pp |
| Annual return | -0.33% | 18505.31%-18505.6pp | 6625.04%-6625.4pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $1,630 | $1,614+0.9% | $2,266-28.1% | $2,203-26.0% |
| Participant deferral / active EE | $1,780 | $2,844-37.4% | $3,560-50.0% | $3,192-44.2% |
| Admin fee / account holder | $3,896 | $3,958-1.6% | $4,821-19.2% | $4,297-9.3% |