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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,412 | $99,985+101.4% | $146,665+37.3% | $85,850+134.6% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 8.85% | 18.93%-10.1pp | 22.74%-13.9pp | 318.53%-309.7pp |
| Employer contribution / active EE | $5,695 | $2,559+122.6% | $4,136+37.7% | $2,565+122.0% |
| Participant deferral / active EE | $10,259 | $4,006+156.1% | $5,506+86.3% | $3,952+159.6% |
| Admin fee / account holder | $48,114 | $7,702+524.7% | $10,280+368.1% | $6,260+668.6% |