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 | $103,103 | $72,404+42.4% | $110,238-6.5% | $64,186+60.6% |
| Participation rate | 97.5% | 73.3%+24.2pp | 79.8%+17.7pp | 69.6%+28.0pp |
| Annual return | -3.35% | -6.29%+2.9pp | 314.74%-318.1pp | 7.63%-11.0pp |
| Employer contribution / active EE | $6,375 | $2,282+179.4% | $3,826+66.6% | $2,381+167.8% |
| Participant deferral / active EE | $9,668 | $3,469+178.7% | $4,672+106.9% | $3,470+178.6% |
| Admin fee / account holder | $5,729 | $5,664+1.1% | $8,547-33.0% | $4,888+17.2% |