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.
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 | $24,003 | $83,477-71.2% | $125,175-80.8% | $72,985-67.1% |
| Participation rate | 98.2% | 73.3%+24.9pp | 79.8%+18.4pp | 69.5%+28.7pp |
| Annual return | 26.49% | 25.78%+0.7pp | 43.79%-17.3pp | 81.00%-54.5pp |
| Employer contribution / active EE | $177 | $2,345-92.4% | $3,865-95.4% | $2,440-92.7% |
| Participant deferral / active EE | $1,557 | $3,585-56.6% | $4,937-68.5% | $3,607-56.8% |
| Admin fee / account holder | $2,093 | $5,517-62.1% | $9,702-78.4% | $5,124-59.2% |