Filed April 14, 1994 (most recent of 2 filings on file)
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 8-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $224,389 | $72,177+210.9% | $115,037+95.1% | $59,632+276.3% |
| Participation rate | 73.5% | 72.6%+0.9pp | 81.4%-7.9pp | 68.7%+4.8pp |
| Annual return | 1.05% | 12.02%-11.0pp | 26.14%-25.1pp | 2041.28%-2040.2pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $7,823 | $4,783+63.6% | $6,026+29.8% | $3,192+145.1% |
| Admin fee / account holder | $58,319 | $4,927+1083.7% | $8,175+613.4% | $4,297+1257.2% |