Filed April 1, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,761 | $160,055-74.5% | $140,016-70.9% | $135,375-69.9% |
| Participation rate | 73.9% | 88.5%-14.6pp | 87.5%-13.6pp | 82.6%-8.7pp |
| Annual return | -9.61% | 911.38%-921.0pp | 651.12%-660.7pp | 519.73%-529.3pp |
| Employer contribution / active EE | $1,735 | $6,420-73.0% | $5,606-69.1% | $4,779-63.7% |
| Participant deferral / active EE | $2,753 | $7,642-64.0% | $6,927-60.3% | $5,609-50.9% |
| Admin fee / account holder | $1,029 | $13,328-92.3% | $10,705-90.4% | $10,827-90.5% |