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 | $151,776 | $87,733+73.0% | $106,548+42.4% | $85,850+76.8% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 15.79% | 21.86%-6.1pp | 26.80%-11.0pp | 318.53%-302.7pp |
| Employer contribution / active EE | $4,103 | $2,073+98.0% | $2,819+45.6% | $2,565+60.0% |
| Participant deferral / active EE | $7,265 | $3,469+109.4% | $4,398+65.2% | $3,952+83.8% |
| Admin fee / account holder | $1,214 | $6,767-82.1% | $7,407-83.6% | $6,260-80.6% |