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 | $48,563 | $167,484-71.0% | $151,611-68.0% | $134,475-63.9% |
| Participation rate | 82.4% | 88.4%-6.0pp | 87.5%-5.1pp | 81.2%+1.1pp |
| Annual return | -19.36% | 7.80%-27.2pp | 3.33%-22.7pp | 417.96%-437.3pp |
| Employer contribution / active EE | $2,064 | $6,829-69.8% | $6,166-66.5% | $4,740-56.5% |
| Participant deferral / active EE | $4,203 | $8,986-53.2% | $8,363-49.7% | $6,400-34.3% |
| Admin fee / account holder | $4,672 | $13,783-66.1% | $11,616-59.8% | $11,426-59.1% |