Filed May 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 | $137,276 | $100,041+37.2% | $149,718-8.3% | $70,131+95.7% |
| Participation rate | 90.3% | 83.6%+6.7pp | 87.1%+3.3pp | 69.5%+20.8pp |
| Annual return | 13.85% | 27.43%-13.6pp | 1501.63%-1487.8pp | 73.14%-59.3pp |
| Employer contribution / active EE | $2,327 | $3,662-36.4% | $5,445-57.3% | $2,342-0.6% |
| Participant deferral / active EE | $5,180 | $4,983+4.0% | $6,569-21.1% | $3,332+55.5% |
| Admin fee / account holder | $22,090 | $8,286+166.6% | $11,283+95.8% | $4,645+375.5% |