Filed June 23, 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.
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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,786 | $185,822-92.0% | $169,993-91.3% | $139,434-89.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.54% | 60.50%-43.0pp | 53.37%-35.8pp | 372.94%-355.4pp |
| Employer contribution / active EE | $1,373 | $7,590-81.9% | $6,785-79.8% | $4,751-71.1% |
| Participant deferral / active EE | $2,372 | $11,622-79.6% | $10,408-77.2% | $6,710-64.6% |
| Admin fee / account holder | $1,141 | $15,381-92.6% | $12,815-91.1% | $11,403-90.0% |