Filed January 30, 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.
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 | $127,404 | $90,503+40.8% | $78,689+61.9% | $273,961-53.5% |
| Participation rate | 88.9% | 76.5%+12.4pp | 73.6%+15.3pp | 83.0%+5.9pp |
| Annual return | 6.48% | 75.60%-69.1pp | 62.18%-55.7pp | 41.45%-35.0pp |
| Employer contribution / active EE | $8,131 | $3,176+156.0% | $2,851+185.3% | $4,869+67.0% |
| Participant deferral / active EE | $6,616 | $3,901+69.6% | $3,517+88.1% | $5,287+25.1% |
| Admin fee / account holder | $47,001 | $5,263+793.0% | $4,510+942.1% | $10,132+363.9% |