Filed February 1, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,498 | $214,378-34.5% | $200,582-30.0% | $142,382-1.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 11.31% | 46.41%-35.1pp | 42.33%-31.0pp | 217.08%-205.8pp |
| Employer contribution / active EE | $4,332 | $6,841-36.7% | $6,419-32.5% | $4,299+0.8% |
| Participant deferral / active EE | $2,016 | $9,865-79.6% | $9,331-78.4% | $6,507-69.0% |
| Admin fee / account holder | $5,307 | $17,692-70.0% | $16,305-67.5% | $12,624-58.0% |