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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,058 | $89,355+0.8% | $141,162-36.2% | $72,985+23.4% |
| Participation rate | 95.8% | 75.1%+20.7pp | 82.5%+13.4pp | 69.5%+26.3pp |
| Annual return | 12.61% | 111.85%-99.2pp | 71.39%-58.8pp | 81.00%-68.4pp |
| Employer contribution / active EE | $872 | $3,114-72.0% | $4,735-81.6% | $2,440-64.3% |
| Participant deferral / active EE | $5,025 | $5,418-7.3% | $6,709-25.1% | $3,607+39.3% |
| Admin fee / account holder | $1,194 | $5,958-80.0% | $10,261-88.4% | $5,124-76.7% |