Filed December 20, 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 | $94,877 | $69,977+35.6% | $108,579-12.6% | $62,891+50.9% |
| Participation rate | 98.7% | 72.9%+25.8pp | 79.6%+19.2pp | 69.3%+29.4pp |
| Annual return | 9.46% | 10.73%-1.3pp | -51.70%+61.2pp | 20.14%-10.7pp |
| Employer contribution / active EE | $5,567 | $2,135+160.8% | $3,758+48.1% | $2,281+144.1% |
| Participant deferral / active EE | $8,375 | $3,165+164.6% | $4,311+94.3% | $3,203+161.5% |
| Admin fee / account holder | $3,200 | $5,076-37.0% | $7,645-58.1% | $4,296-25.5% |