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 | $30,295 | $80,968-62.6% | $96,544-68.6% | $75,163-59.7% |
| Participation rate | 92.7% | 71.8%+20.9pp | 76.0%+16.7pp | 67.2%+25.5pp |
| Annual return | 17.79% | 27.06%-9.3pp | 25.84%-8.1pp | 160.62%-142.8pp |
| Employer contribution / active EE | $2,587 | $2,282+13.4% | $2,965-12.7% | $2,670-3.1% |
| Participant deferral / active EE | $2,808 | $3,928-28.5% | $4,851-42.1% | $4,125-31.9% |
| Admin fee / account holder | $1,344 | $6,724-80.0% | $8,252-83.7% | $5,651-76.2% |