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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,822 | $101,724-46.1% | $164,813-66.7% | $80,856-32.2% |
| Participation rate | 91.3% | 71.8%+19.5pp | 78.6%+12.7pp | 67.6%+23.7pp |
| Annual return | 14.62% | 16.72%-2.1pp | 69.93%-55.3pp | 35.59%-21.0pp |
| Employer contribution / active EE | $425 | $2,953-85.6% | $4,341-90.2% | $2,755-84.6% |
| Participant deferral / active EE | $1,592 | $4,477-64.4% | $6,031-73.6% | $4,296-62.9% |
| Admin fee / account holder | $793 | $8,227-90.4% | $12,690-93.8% | $6,918-88.5% |