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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $44,171 | $82,664-46.6% | $125,339-64.8% | $68,494-35.5% |
| Participation rate | 91.2% | 75.0%+16.2pp | 82.4%+8.9pp | 67.9%+23.3pp |
| Annual return | 36.62% | -5.97%+42.6pp | 572.05%-535.4pp | -7.84%+44.5pp |
| Employer contribution / active EE | $8 | $3,381-99.7% | $4,814-99.8% | $2,596-99.7% |
| Participant deferral / active EE | $0 | $6,110-100.0% | $7,446-100.0% | $4,027-100.0% |
| Admin fee / account holder | $3,377 | $6,275-46.2% | $10,010-66.3% | $5,403-37.5% |