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.
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 | $153,040 | $125,758+21.7% | $169,993-10.0% | $75,163+103.6% |
| Participation rate | 92.0% | 83.6%+8.4pp | 87.0%+5.0pp | 67.2%+24.8pp |
| Annual return | 45.66% | 27.20%+18.5pp | 53.37%-7.7pp | 160.62%-115.0pp |
| Employer contribution / active EE | $1,448 | $4,615-68.6% | $6,785-78.7% | $2,670-45.8% |
| Participant deferral / active EE | $4,626 | $6,837-32.3% | $10,408-55.6% | $4,125+12.1% |
| Admin fee / account holder | $4,068 | $8,173-50.2% | $12,815-68.3% | $5,651-28.0% |