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 | $35,411 | $197,591-82.1% | $177,821-80.1% | $158,922-77.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 4.03% | 58.76%-54.7pp | 48.32%-44.3pp | 302.83%-298.8pp |
| Employer contribution / active EE | $2,400 | $6,697-64.2% | $5,918-59.5% | $4,761-49.6% |
| Participant deferral / active EE | $697 | $8,405-91.7% | $7,714-91.0% | $5,982-88.3% |
| Admin fee / account holder | $93,734 | $15,399+508.7% | $12,427+654.3% | $11,246+733.5% |