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 | $70,187 | $102,317-31.4% | $146,958-52.2% | $80,856-13.2% |
| Participation rate | 95.7% | 75.8%+19.8pp | 82.2%+13.5pp | 67.6%+28.0pp |
| Annual return | 28.42% | 134.76%-106.3pp | 418.34%-389.9pp | 35.59%-7.2pp |
| Employer contribution / active EE | $878 | $3,713-76.3% | $4,933-82.2% | $2,755-68.1% |
| Participant deferral / active EE | $5,661 | $6,644-14.8% | $8,070-29.9% | $4,296+31.8% |
| Admin fee / account holder | $4,450 | $7,941-44.0% | $12,998-65.8% | $6,918-35.7% |