Filed March 28, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,746 | $183,963-33.3% | $162,163-24.3% | $152,861-19.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 7.93% | 150.76%-142.8pp | 115.59%-107.7pp | 345.32%-337.4pp |
| Employer contribution / active EE | $4,800 | $6,371-24.7% | $5,614-14.5% | $4,762+0.8% |
| Participant deferral / active EE | $1,248 | $8,034-84.5% | $7,298-82.9% | $5,850-78.7% |
| Admin fee / account holder | $649 | $13,121-95.1% | $10,843-94.0% | $11,596-94.4% |