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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,045 | $109,359-61.6% | $162,163-74.1% | $72,985-42.4% |
| Participation rate | 76.0% | 84.3%-8.3pp | 87.6%-11.6pp | 69.5%+6.5pp |
| Annual return | 22.17% | 25.46%-3.3pp | 115.59%-93.4pp | 81.00%-58.8pp |
| Employer contribution / active EE | $1,578 | $3,907-59.6% | $5,614-71.9% | $2,440-35.3% |
| Participant deferral / active EE | $2,581 | $5,481-52.9% | $7,298-64.6% | $3,607-28.4% |
| Admin fee / account holder | $10,232 | $7,972+28.4% | $10,843-5.6% | $5,124+99.7% |