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 | $32,990 | $53,777-38.7% | $134,143-75.4% | $79,858-58.7% |
| Participation rate | 70.8% | 58.8%+12.0pp | 72.2%-1.4pp | 69.6%+1.1pp |
| Annual return | 10.45% | 19.01%-8.6pp | 36.33%-25.9pp | 31.71%-21.3pp |
| Employer contribution / active EE | $1,185 | $1,321-10.3% | $3,704-68.0% | $2,471-52.0% |
| Participant deferral / active EE | $2,117 | $2,420-12.5% | $3,499-39.5% | $3,740-43.4% |
| Admin fee / account holder | $4,682 | $3,984+17.5% | $6,684-30.0% | $5,306-11.8% |