Filed March 29, 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 | $172,435 | $87,841+96.3% | $133,980+28.7% | $62,891+174.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 10.38% | 12.05%-1.7pp | 29.30%-18.9pp | 20.14%-9.8pp |
| Employer contribution / active EE | $5,570 | $3,483+59.9% | $5,211+6.9% | $2,281+144.2% |
| Participant deferral / active EE | $7,275 | $4,812+51.2% | $6,282+15.8% | $3,203+127.2% |
| Admin fee / account holder | $5,688 | $5,371+5.9% | $9,324-39.0% | $4,296+32.4% |