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 | $146,462 | $87,013+68.3% | $106,213+37.9% | $80,856+81.1% |
| Participation rate | 94.5% | 70.4%+24.1pp | 75.3%+19.3pp | 67.6%+26.9pp |
| Annual return | 29.46% | 17.05%+12.4pp | 116.14%-86.7pp | 35.59%-6.1pp |
| Employer contribution / active EE | $4,633 | $2,395+93.4% | $3,171+46.1% | $2,755+68.2% |
| Participant deferral / active EE | $7,370 | $3,986+84.9% | $5,016+46.9% | $4,296+71.6% |
| Admin fee / account holder | $15,626 | $8,431+85.3% | $11,033+41.6% | $6,918+125.9% |