Filed August 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $121,541 | $72,114+68.5% | $108,745+11.8% | $62,891+93.3% |
| Participation rate | 97.2% | 74.6%+22.6pp | 77.7%+19.5pp | 69.3%+27.9pp |
| Annual return | 61.32% | 13.41%+47.9pp | 46.22%+15.1pp | 20.14%+41.2pp |
| Employer contribution / active EE | $7,788 | $2,694+189.1% | $3,323+134.4% | $2,281+241.4% |
| Participant deferral / active EE | $0 | $4,044-100.0% | $5,121-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,384 | $4,608-48.3% | $6,144-61.2% | $4,296-44.5% |