Filed January 6, 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 9-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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,541 | $78,705+45.5% | $117,854-2.8% | $70,131+63.3% |
| Participation rate | 80.0% | 73.2%+6.8pp | 79.7%+0.3pp | 69.5%+10.5pp |
| Annual return | 8.55% | 23.30%-14.7pp | 335.08%-326.5pp | 73.14%-64.6pp |
| Employer contribution / active EE | $1,293 | $2,223-41.8% | $3,786-65.8% | $2,342-44.8% |
| Participant deferral / active EE | $2,533 | $3,297-23.2% | $4,482-43.5% | $3,332-24.0% |
| Admin fee / account holder | $1,902 | $5,065-62.5% | $8,020-76.3% | $4,645-59.1% |