Filed April 8, 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 5-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 | $65,281 | $110,261-40.8% | $95,745-31.8% | $139,434-53.2% |
| Participation rate | 87.5% | 75.8%+11.7pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 16.79% | 27.11%-10.3pp | 28.35%-11.6pp | 372.94%-356.1pp |
| Employer contribution / active EE | $2,160 | $3,257-33.7% | $2,835-23.8% | $4,751-54.5% |
| Participant deferral / active EE | $4,006 | $4,676-14.3% | $4,245-5.6% | $6,710-40.3% |
| Admin fee / account holder | $993 | $6,613-85.0% | $5,678-82.5% | $11,403-91.3% |