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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,292 | $209,832-80.8% | $189,513-78.7% | $167,490-75.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 10.22% | 748.27%-738.1pp | 555.15%-544.9pp | 478.56%-468.3pp |
| Employer contribution / active EE | $1,715 | $6,914-75.2% | $6,162-72.2% | $4,837-64.5% |
| Participant deferral / active EE | $440 | $8,935-95.1% | $8,221-94.7% | $6,341-93.1% |
| Admin fee / account holder | $330 | $14,293-97.7% | $12,045-97.3% | $12,309-97.3% |