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 5-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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,298 | $452,427-63.2% | $452,427-63.2% | $430,769-61.4% |
| Participation rate | 100.0% | 86.9%+13.1pp | 86.9%+13.1pp | 90.6%+9.4pp |
| Annual return | 9.81% | 166.35%-156.5pp | 124.80%-115.0pp | 10.77%-1.0pp |
| Employer contribution / active EE | $0 | $26,315-100.0% | $24,835-100.0% | $26,022-100.0% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $5,751-100.0% | $6,968-100.0% |
| Admin fee / account holder | $117,154 | $36,930+217.2% | $36,930+217.2% | $18,309+539.9% |