Filed December 15, 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 | $46,991 | $97,757-51.9% | $83,848-44.0% | $135,375-65.3% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | -9.19% | 1287.37%-1296.6pp | 850.88%-860.1pp | 519.73%-528.9pp |
| Employer contribution / active EE | $992 | $4,222-76.5% | $3,631-72.7% | $4,779-79.2% |
| Participant deferral / active EE | $2,823 | $4,682-39.7% | $4,082-30.8% | $5,609-49.7% |
| Admin fee / account holder | $547 | $6,674-91.8% | $5,478-90.0% | $10,827-95.0% |