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 | $151,760 | $162,781-6.8% | $133,956+13.3% | $158,922-4.5% |
| Participation rate | 87.0% | 83.2%+3.7pp | 79.8%+7.1pp | 82.0%+5.0pp |
| Annual return | 3.78% | 41.94%-38.2pp | 45.09%-41.3pp | 302.83%-299.0pp |
| Employer contribution / active EE | $1,571 | $4,975-68.4% | $3,919-59.9% | $4,761-67.0% |
| Participant deferral / active EE | $2,749 | $5,911-53.5% | $5,048-45.5% | $5,982-54.0% |
| Admin fee / account holder | $5,854 | $11,736-50.1% | $8,927-34.4% | $11,246-47.9% |