Filed November 11, 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.
Employer 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 | $49,321 | $107,334-54.0% | $92,893-46.9% | $152,861-67.7% |
| Participation rate | 90.5% | 79.8%+10.7pp | 76.0%+14.5pp | 82.4%+8.0pp |
| Annual return | 25.39% | 145.58%-120.2pp | 109.41%-84.0pp | 345.32%-319.9pp |
| Employer contribution / active EE | $726 | $4,221-82.8% | $3,653-80.1% | $4,762-84.7% |
| Participant deferral / active EE | $900 | $4,845-81.4% | $4,236-78.8% | $5,850-84.6% |
| Admin fee / account holder | $2,684 | $7,079-62.1% | $5,794-53.7% | $11,596-76.9% |