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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,170 | $79,944+47.8% | $98,439+20.0% | $75,163+57.2% |
| Participation rate | 96.2% | 70.4%+25.8pp | 75.2%+21.0pp | 67.2%+29.0pp |
| Annual return | 5.18% | 19.75%-14.6pp | 21.16%-16.0pp | 160.62%-155.4pp |
| Employer contribution / active EE | $4,512 | $2,264+99.3% | $3,048+48.0% | $2,670+69.0% |
| Participant deferral / active EE | $7,672 | $3,752+104.5% | $4,738+61.9% | $4,125+86.0% |
| Admin fee / account holder | $14,668 | $6,840+114.4% | $8,948+63.9% | $5,651+159.6% |