Filed August 9, 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.
Participant 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 exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,595,230 | $61,660+2487.1% | $80,019+1893.6% | $64,186+2385.3% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 37.59% | -0.33%+37.9pp | 11.22%+26.4pp | 7.63%+30.0pp |
| Employer contribution / active EE | $23,549 | $1,810+1200.7% | $2,468+854.2% | $2,381+889.1% |
| Participant deferral / active EE | $0 | $2,968-100.0% | $3,686-100.0% | $3,470-100.0% |
| Admin fee / account holder | $60,641 | $5,417+1019.4% | $6,521+830.0% | $4,888+1140.6% |