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 | $308,675 | $91,190+238.5% | $178,490+72.9% | $79,858+286.5% |
| Participation rate | 92.9% | 69.2%+23.7pp | 81.9%+10.9pp | 69.6%+23.2pp |
| Annual return | 4.31% | 24.19%-19.9pp | 151.07%-146.8pp | 31.71%-27.4pp |
| Employer contribution / active EE | $12,561 | $3,256+285.8% | $5,011+150.7% | $2,471+408.4% |
| Participant deferral / active EE | $7,115 | $3,236+119.9% | $5,202+36.8% | $3,740+90.2% |
| Admin fee / account holder | $1,908 | $6,751-71.7% | $13,984-86.4% | $5,306-64.0% |