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 | $185,423 | $110,094+68.4% | $151,611+22.3% | $68,494+170.7% |
| Participation rate | 86.5% | 84.0%+2.5pp | 87.5%-1.0pp | 67.9%+18.6pp |
| Annual return | -13.37% | -10.12%-3.2pp | 3.33%-16.7pp | -7.84%-5.5pp |
| Employer contribution / active EE | $1,897 | $4,471-57.6% | $6,166-69.2% | $2,596-26.9% |
| Participant deferral / active EE | $4,355 | $6,527-33.3% | $8,363-47.9% | $4,027+8.1% |
| Admin fee / account holder | $340 | $7,719-95.6% | $11,616-97.1% | $5,403-93.7% |