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 | $30,602 | $43,723-30.0% | $121,196-74.8% | $64,186-52.3% |
| Participation rate | 79.7% | 58.3%+21.4pp | 71.7%+8.0pp | 69.6%+10.2pp |
| Annual return | 7.19% | 68.91%-61.7pp | 16.93%-9.7pp | 7.63%-0.4pp |
| Employer contribution / active EE | $1,393 | $1,296+7.4% | $4,022-65.4% | $2,381-41.5% |
| Participant deferral / active EE | $2,371 | $2,280+4.0% | $3,344-29.1% | $3,470-31.7% |
| Admin fee / account holder | $2,714 | $3,501-22.5% | $5,019-45.9% | $4,888-44.5% |