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.
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 | $179,331 | $114,381+56.8% | $107,525+66.8% | $142,382+25.9% |
| Participation rate | 76.9% | 78.1%-1.2pp | 75.1%+1.8pp | 80.1%-3.2pp |
| Annual return | 14.99% | 242.71%-227.7pp | 181.32%-166.3pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,239 | $4,015-69.1% | $3,754-67.0% | $4,299-71.2% |
| Participant deferral / active EE | $2,276 | $5,564-59.1% | $5,116-55.5% | $6,507-65.0% |
| Admin fee / account holder | $7,959 | $9,860-19.3% | $8,919-10.8% | $12,624-37.0% |