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 | $125,139 | $63,346+97.5% | $92,233+35.7% | $70,131+78.4% |
| Participation rate | 93.1% | 68.7%+24.4pp | 76.5%+16.6pp | 69.5%+23.5pp |
| Annual return | 17.75% | 530.12%-512.4pp | 176.28%-158.5pp | 73.14%-55.4pp |
| Employer contribution / active EE | $3,670 | $2,471+48.5% | $3,679-0.2% | $2,342+56.7% |
| Participant deferral / active EE | $5,110 | $2,854+79.1% | $3,897+31.1% | $3,332+53.4% |
| Admin fee / account holder | $11,978 | $3,840+211.9% | $5,194+130.6% | $4,645+157.8% |