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 | $108,825+458.0% | $156,181+288.8% | $82,448+636.5% |
| Participation rate | 80.6% | 72.4%+8.3pp | 78.8%+1.8pp | 68.1%+12.6pp |
| Annual return | 5.75% | 20.59%-14.8pp | 64.87%-59.1pp | 41.64%-35.9pp |
| Employer contribution / active EE | $26,849 | $2,870+835.6% | $4,294+525.3% | $2,551+952.5% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $26,797 | $9,341+186.9% | $14,586+83.7% | $7,234+270.4% |