Filed April 15, 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 | $235,881 | $73,867+219.3% | $143,757+64.1% | $68,494+244.4% |
| Participation rate | 96.8% | 66.7%+30.1pp | 80.3%+16.5pp | 67.9%+28.9pp |
| Annual return | -13.31% | 1.01%-14.3pp | -0.04%-13.3pp | -7.84%-5.5pp |
| Employer contribution / active EE | $13,948 | $3,184+338.1% | $4,951+181.7% | $2,596+437.2% |
| Participant deferral / active EE | $6,083 | $3,384+79.7% | $5,637+7.9% | $4,027+51.0% |
| Admin fee / account holder | $3,318 | $5,755-42.3% | $14,673-77.4% | $5,403-38.6% |