Filed September 14, 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 | $27,823 | $57,281-51.4% | $86,612-67.9% | $75,163-63.0% |
| Participation rate | 75.7% | 63.2%+12.5pp | 71.7%+4.0pp | 67.2%+8.5pp |
| Annual return | -4.97% | 2670.75%-2675.7pp | 591.07%-596.0pp | 160.62%-165.6pp |
| Employer contribution / active EE | $1,402 | $2,314-39.4% | $3,022-53.6% | $2,670-47.5% |
| Participant deferral / active EE | $0 | $3,318-100.0% | $4,438-100.0% | $4,125-100.0% |
| Admin fee / account holder | $745 | $4,112-81.9% | $5,614-86.7% | $5,651-86.8% |