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 4-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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,345 | $93,571+11.5% | $135,903-23.2% | $75,163+38.8% |
| Participation rate | 76.7% | 75.2%+1.5pp | 81.9%-5.2pp | 67.2%+9.5pp |
| Annual return | 1.66% | 30.90%-29.2pp | 68.23%-66.6pp | 160.62%-159.0pp |
| Employer contribution / active EE | $2,318 | $3,537-34.4% | $4,856-52.3% | $2,670-13.2% |
| Participant deferral / active EE | $9,303 | $6,404+45.3% | $7,758+19.9% | $4,125+125.5% |
| Admin fee / account holder | $4,573 | $6,975-34.4% | $10,762-57.5% | $5,651-19.1% |