Filed November 28, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $325,806 | $85,202+282.4% | $172,739+88.6% | $72,985+346.4% |
| Participation rate | 89.7% | 70.1%+19.7pp | 82.6%+7.1pp | 69.5%+20.3pp |
| Annual return | 6.36% | 27.32%-21.0pp | 802.84%-796.5pp | 81.00%-74.6pp |
| Employer contribution / active EE | $12,586 | $3,324+278.6% | $5,143+144.7% | $2,440+415.8% |
| Participant deferral / active EE | $6,852 | $3,260+110.2% | $5,198+31.8% | $3,607+89.9% |
| Admin fee / account holder | $5,805 | $5,884-1.3% | $13,954-58.4% | $5,124+13.3% |