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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,579 | $158,398-85.7% | $126,539-82.2% | $142,382-84.1% |
| Participation rate | 76.9% | 75.8%+1.1pp | 69.8%+7.1pp | 80.1%-3.2pp |
| Annual return | 16.65% | 593.76%-577.1pp | 425.95%-409.3pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,818 | $4,650-60.9% | $3,674-50.5% | $4,299-57.7% |
| Participant deferral / active EE | $5,200 | $4,767+9.1% | $4,083+27.4% | $6,507-20.1% |
| Admin fee / account holder | $2,653 | $6,918-61.6% | $6,065-56.2% | $12,624-79.0% |