Filed August 4, 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 | $47,995 | $58,828-18.4% | $77,999-38.5% | $62,891-23.7% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 2.44% | 17.16%-14.7pp | 425.96%-423.5pp | 20.14%-17.7pp |
| Employer contribution / active EE | $2,605 | $1,672+55.8% | $2,470+5.4% | $2,281+14.2% |
| Participant deferral / active EE | $2,602 | $2,686-3.1% | $3,497-25.6% | $3,203-18.8% |
| Admin fee / account holder | $22,327 | $4,393+408.2% | $5,480+307.4% | $4,296+419.8% |