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 | $56,442 | $82,664-31.7% | $125,339-55.0% | $68,494-17.6% |
| Participation rate | 95.1% | 75.0%+20.0pp | 82.4%+12.7pp | 67.9%+27.2pp |
| Annual return | -11.71% | -5.97%-5.7pp | 572.05%-583.8pp | -7.84%-3.9pp |
| Employer contribution / active EE | $860 | $3,381-74.6% | $4,814-82.1% | $2,596-66.9% |
| Participant deferral / active EE | $5,619 | $6,110-8.0% | $7,446-24.5% | $4,027+39.5% |
| Admin fee / account holder | $34,341 | $6,275+447.2% | $10,010+243.1% | $5,403+535.6% |