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 | $27,447 | $46,674-41.2% | $117,472-76.6% | $68,494-59.9% |
| Participation rate | 79.7% | 56.8%+22.9pp | 70.6%+9.1pp | 67.9%+11.8pp |
| Annual return | -19.19% | -14.52%-4.7pp | 29.74%-48.9pp | -7.84%-11.3pp |
| Employer contribution / active EE | $1,785 | $1,505+18.6% | $4,176-57.3% | $2,596-31.3% |
| Participant deferral / active EE | $3,414 | $2,636+29.5% | $4,070-16.1% | $4,027-15.2% |
| Admin fee / account holder | $2,284 | $4,020-43.2% | $5,645-59.5% | $5,403-57.7% |