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 | $136,560 | $152,587-10.5% | $125,175+9.1% | $152,861-10.7% |
| Participation rate | 86.4% | 83.3%+3.0pp | 79.8%+6.6pp | 82.4%+3.9pp |
| Annual return | 4.80% | 54.84%-50.0pp | 43.79%-39.0pp | 345.32%-340.5pp |
| Employer contribution / active EE | $1,605 | $4,946-67.6% | $3,865-58.5% | $4,762-66.3% |
| Participant deferral / active EE | $2,747 | $5,868-53.2% | $4,937-44.4% | $5,850-53.1% |
| Admin fee / account holder | $2,198 | $13,434-83.6% | $9,702-77.3% | $11,596-81.0% |