Filed December 29, 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 | $10,768 | $152,509-92.9% | $117,472-90.8% | $134,475-92.0% |
| Participation rate | 71.4% | 77.1%-5.7pp | 70.6%+0.8pp | 81.2%-9.8pp |
| Annual return | -20.75% | 52.99%-73.7pp | 29.74%-50.5pp | 417.96%-438.7pp |
| Employer contribution / active EE | $1,312 | $5,571-76.5% | $4,176-68.6% | $4,740-72.3% |
| Participant deferral / active EE | $1,808 | $4,818-62.5% | $4,070-55.6% | $6,400-71.7% |
| Admin fee / account holder | $9,426 | $7,004+34.6% | $5,645+67.0% | $11,426-17.5% |