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 | $37,555 | $185,822-79.8% | $169,993-77.9% | $139,434-73.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 11.41% | 60.50%-49.1pp | 53.37%-42.0pp | 372.94%-361.5pp |
| Employer contribution / active EE | $1,935 | $7,590-74.5% | $6,785-71.5% | $4,751-59.3% |
| Participant deferral / active EE | $1,178 | $11,622-89.9% | $10,408-88.7% | $6,710-82.4% |
| Admin fee / account holder | $6,462 | $15,381-58.0% | $12,815-49.6% | $11,403-43.3% |