Filed August 3, 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.)
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 | $19,471 | $72,404-73.1% | $110,238-82.3% | $64,186-69.7% |
| Participation rate | 96.8% | 73.3%+23.5pp | 79.8%+17.0pp | 69.6%+27.3pp |
| Annual return | -4.33% | -6.29%+2.0pp | 314.74%-319.1pp | 7.63%-12.0pp |
| Employer contribution / active EE | $399 | $2,282-82.5% | $3,826-89.6% | $2,381-83.2% |
| Participant deferral / active EE | $1,731 | $3,469-50.1% | $4,672-62.9% | $3,470-50.1% |
| Admin fee / account holder | $427 | $5,664-92.5% | $8,547-95.0% | $4,888-91.3% |