Filed February 7, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,517 | $88,672+181.4% | $105,223+137.1% | $82,448+202.6% |
| Participation rate | 95.2% | 67.9%+27.3pp | 75.0%+20.2pp | 68.1%+27.2pp |
| Annual return | 15.45% | 30.86%-15.4pp | 180.65%-165.2pp | 41.64%-26.2pp |
| Employer contribution / active EE | $3,583 | $3,048+17.5% | $3,689-2.9% | $2,551+40.4% |
| Participant deferral / active EE | $7,179 | $4,036+77.9% | $5,072+41.5% | $4,139+73.4% |
| Admin fee / account holder | $5,247 | $7,146-26.6% | $8,859-40.8% | $7,234-27.5% |