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.
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.)
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 | $126,424 | $496,847-74.6% | $496,847-74.6% | $484,799-73.9% |
| Participation rate | 100.0% | 92.6%+7.4pp | 92.6%+7.4pp | 91.1%+8.9pp |
| Annual return | 14.50% | 6.05%+8.5pp | 20.30%-5.8pp | 5.95%+8.6pp |
| Employer contribution / active EE | $0 | $17,763-100.0% | $18,413-100.0% | $27,493-100.0% |
| Participant deferral / active EE | $0 | $6,361-100.0% | $5,587-100.0% | $6,572-100.0% |
| Admin fee / account holder | $48,449 | $12,651+283.0% | $12,651+283.0% | $18,209+166.1% |