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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,642 | $49,173-33.6% | $121,098-73.0% | $75,163-56.6% |
| Participation rate | 79.1% | 55.4%+23.7pp | 69.5%+9.6pp | 67.2%+11.9pp |
| Annual return | 12.73% | 55.99%-43.3pp | 985.75%-973.0pp | 160.62%-147.9pp |
| Employer contribution / active EE | $1,721 | $1,546+11.4% | $4,164-58.7% | $2,670-35.5% |
| Participant deferral / active EE | $3,860 | $2,628+46.9% | $4,080-5.4% | $4,125-6.4% |
| Admin fee / account holder | $1,293 | $3,942-67.2% | $5,644-77.1% | $5,651-77.1% |