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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $365,802 | $85,766+326.5% | $136,294+168.4% | $70,131+421.6% |
| Participation rate | 74.5% | 74.2%+0.3pp | 81.9%-7.5pp | 69.5%+4.9pp |
| Annual return | 52.74% | 31.45%+21.3pp | 5155.94%-5103.2pp | 73.14%-20.4pp |
| Employer contribution / active EE | $117 | $2,966-96.1% | $4,695-97.5% | $2,342-95.0% |
| Participant deferral / active EE | $10,228 | $5,051+102.5% | $6,247+63.7% | $3,332+207.0% |
| Admin fee / account holder | $12,666 | $5,420+133.7% | $9,243+37.0% | $4,645+172.7% |