Filed February 17, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $607,224 | $109,413+455.0% | $156,263+288.6% | $84,808+616.0% |
| Participation rate | 80.6% | 72.7%+8.0pp | 78.9%+1.7pp | 68.3%+12.3pp |
| Annual return | 5.75% | 20.18%-14.4pp | 59.47%-53.7pp | 40.90%-35.1pp |
| Employer contribution / active EE | $26,849 | $2,907+823.6% | $4,333+519.6% | $2,631+920.5% |
| Participant deferral / active EE | $0 | $4,590-100.0% | $6,158-100.0% | $4,212-100.0% |
| Admin fee / account holder | $26,797 | $9,357+186.4% | $14,255+88.0% | $7,344+264.9% |