Filed December 20, 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.
Employer 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 | $162,467 | $197,591-17.8% | $177,821-8.6% | $158,922+2.2% |
| Participation rate | 84.2% | 88.5%-4.3pp | 87.7%-3.5pp | 82.0%+2.3pp |
| Annual return | 16.23% | 58.76%-42.5pp | 48.32%-32.1pp | 302.83%-286.6pp |
| Employer contribution / active EE | $624 | $6,697-90.7% | $5,918-89.5% | $4,761-86.9% |
| Participant deferral / active EE | $5,460 | $8,405-35.0% | $7,714-29.2% | $5,982-8.7% |
| Admin fee / account holder | $1,893 | $15,399-87.7% | $12,427-84.8% | $11,246-83.2% |