Filed June 29, 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 | $25,443 | $41,377-38.5% | $109,313-76.7% | $62,891-59.5% |
| Participation rate | 71.4% | 57.5%+13.9pp | 71.3%+0.2pp | 69.3%+2.1pp |
| Annual return | 8.84% | 11.05%-2.2pp | 22.07%-13.2pp | 20.14%-11.3pp |
| Employer contribution / active EE | $1,180 | $1,276-7.5% | $3,892-69.7% | $2,281-48.3% |
| Participant deferral / active EE | $1,904 | $2,045-6.9% | $3,166-39.9% | $3,203-40.6% |
| Admin fee / account holder | $3,784 | $2,884+31.2% | $5,666-33.2% | $4,296-11.9% |