Filed April 25, 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 | $36,859 | $80,717-54.3% | $154,803-76.2% | $84,808-56.5% |
| Participation rate | 98.6% | 66.8%+31.8pp | 78.1%+20.5pp | 68.3%+30.3pp |
| Annual return | 15.00% | 37.96%-23.0pp | 58.88%-43.9pp | 40.90%-25.9pp |
| Employer contribution / active EE | $2,206 | $2,761-20.1% | $4,305-48.8% | $2,631-16.1% |
| Participant deferral / active EE | $2,934 | $3,303-11.2% | $5,540-47.0% | $4,212-30.3% |
| Admin fee / account holder | $2,003 | $6,746-70.3% | $14,329-86.0% | $7,344-72.7% |