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 | $115,584 | $73,004+58.3% | $90,749+27.4% | $68,494+68.7% |
| Participation rate | 98.0% | 70.8%+27.2pp | 75.7%+22.3pp | 67.9%+30.1pp |
| Annual return | -18.26% | -13.81%-4.4pp | -12.16%-6.1pp | -7.84%-10.4pp |
| Employer contribution / active EE | $4,237 | $2,193+93.2% | $2,921+45.1% | $2,596+63.2% |
| Participant deferral / active EE | $7,834 | $3,627+116.0% | $4,564+71.7% | $4,027+94.5% |
| Admin fee / account holder | $4,770 | $5,896-19.1% | $8,445-43.5% | $5,403-11.7% |