Filed March 22, 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 | $79,172 | $77,813+1.7% | $123,544-35.9% | $64,186+23.3% |
| Participation rate | 94.1% | 74.7%+19.4pp | 82.3%+11.8pp | 69.6%+24.5pp |
| Annual return | 13.19% | 12.48%+0.7pp | 119.20%-106.0pp | 7.63%+5.6pp |
| Employer contribution / active EE | $846 | $3,014-71.9% | $4,628-81.7% | $2,381-64.5% |
| Participant deferral / active EE | $4,178 | $5,240-20.3% | $6,426-35.0% | $3,470+20.4% |
| Admin fee / account holder | $22,601 | $5,519+309.5% | $9,284+143.4% | $4,888+362.4% |