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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,781 | $81,900-51.4% | $119,609-66.7% | $68,494-41.9% |
| Participation rate | 79.6% | 71.9%+7.7pp | 79.3%+0.3pp | 67.9%+11.7pp |
| Annual return | -22.09% | -23.82%+1.7pp | -14.97%-7.1pp | -7.84%-14.2pp |
| Employer contribution / active EE | $144 | $2,693-94.6% | $4,232-96.6% | $2,596-94.4% |
| Participant deferral / active EE | $1,760 | $4,148-57.6% | $5,602-68.6% | $4,027-56.3% |
| Admin fee / account holder | $2,408 | $6,582-63.4% | $10,323-76.7% | $5,403-55.4% |