Filed May 17, 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 | $123,691 | $76,367+62.0% | $93,606+32.1% | $72,985+69.5% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 28.57% | 25.82%+2.8pp | 32.76%-4.2pp | 81.00%-52.4pp |
| Employer contribution / active EE | $2,661 | $2,275+16.9% | $2,718-2.1% | $2,440+9.1% |
| Participant deferral / active EE | $8,436 | $3,538+138.4% | $4,069+107.3% | $3,607+133.9% |
| Admin fee / account holder | $701 | $6,838-89.7% | $7,888-91.1% | $5,124-86.3% |