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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,798 | $77,813+65.5% | $123,544+4.3% | $64,186+100.7% |
| Participation rate | 74.4% | 74.7%-0.3pp | 82.3%-7.9pp | 69.6%+4.8pp |
| Annual return | -38.27% | 12.48%-50.8pp | 119.20%-157.5pp | 7.63%-45.9pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $10,160 | $5,240+93.9% | $6,426+58.1% | $3,470+192.8% |
| Admin fee / account holder | $141,027 | $5,519+2455.4% | $9,284+1419.1% | $4,888+2785.1% |