Filed July 22, 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 | $222,365 | $91,552+142.9% | $133,956+66.0% | $79,858+178.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 12.05% | 61.85%-49.8pp | 45.09%-33.0pp | 31.71%-19.7pp |
| Employer contribution / active EE | $6,101 | $2,384+156.0% | $3,919+55.7% | $2,471+146.9% |
| Participant deferral / active EE | $10,473 | $3,733+180.5% | $5,048+107.5% | $3,740+180.0% |
| Admin fee / account holder | $25,357 | $6,321+301.2% | $8,927+184.0% | $5,306+377.9% |