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 | $63,167 | $201,272-68.6% | $184,203-65.7% | $145,922-56.7% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.1pp |
| Annual return | 15.21% | 29.00%-13.8pp | 28.81%-13.6pp | 561.29%-546.1pp |
| Employer contribution / active EE | $3,394 | $7,022-51.7% | $6,427-47.2% | $4,660-27.2% |
| Participant deferral / active EE | $3,733 | $9,806-61.9% | $9,131-59.1% | $6,688-44.2% |
| Admin fee / account holder | $5,152 | $16,364-68.5% | $13,901-62.9% | $13,397-61.5% |