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.
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,934 | $137,414-54.2% | $189,513-66.8% | $85,850-26.7% |
| Participation rate | 80.0% | 84.6%-4.6pp | 87.8%-7.8pp | 69.3%+10.7pp |
| Annual return | 14.73% | 38.14%-23.4pp | 555.15%-540.4pp | 318.53%-303.8pp |
| Employer contribution / active EE | $1,620 | $4,344-62.7% | $6,162-73.7% | $2,565-36.8% |
| Participant deferral / active EE | $2,853 | $6,260-54.4% | $8,221-65.3% | $3,952-27.8% |
| Admin fee / account holder | $3,026 | $8,630-64.9% | $12,045-74.9% | $6,260-51.7% |