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 | $202,160 | $94,529+113.9% | $140,016+44.4% | $64,186+215.0% |
| Participation rate | 97.9% | 84.1%+13.8pp | 87.5%+10.4pp | 69.6%+28.3pp |
| Annual return | -5.93% | 7.77%-13.7pp | 651.12%-657.0pp | 7.63%-13.6pp |
| Employer contribution / active EE | $4,812 | $3,812+26.2% | $5,606-14.2% | $2,381+102.1% |
| Participant deferral / active EE | $7,628 | $5,250+45.3% | $6,927+10.1% | $3,470+119.9% |
| Admin fee / account holder | $390 | $6,741-94.2% | $10,705-96.4% | $4,888-92.0% |