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 | $176,596 | $209,832-15.8% | $189,513-6.8% | $167,490+5.4% |
| Participation rate | 77.8% | 88.7%-10.9pp | 87.8%-10.0pp | 82.1%-4.3pp |
| Annual return | 13.98% | 748.27%-734.3pp | 555.15%-541.2pp | 478.56%-464.6pp |
| Employer contribution / active EE | $590 | $6,914-91.5% | $6,162-90.4% | $4,837-87.8% |
| Participant deferral / active EE | $5,364 | $8,935-40.0% | $8,221-34.8% | $6,341-15.4% |
| Admin fee / account holder | $48,223 | $14,293+237.4% | $12,045+300.4% | $12,309+291.8% |