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 | $114,306 | $78,705+45.2% | $117,854-3.0% | $70,131+63.0% |
| Participation rate | 96.3% | 73.2%+23.1pp | 79.7%+16.7pp | 69.5%+26.8pp |
| Annual return | 22.13% | 23.30%-1.2pp | 335.08%-312.9pp | 73.14%-51.0pp |
| Employer contribution / active EE | $6,269 | $2,223+181.9% | $3,786+65.6% | $2,342+167.6% |
| Participant deferral / active EE | $9,307 | $3,297+182.3% | $4,482+107.7% | $3,332+179.3% |
| Admin fee / account holder | $16,975 | $5,065+235.1% | $8,020+111.7% | $4,645+265.4% |