Filed September 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 | $141,267 | $100,041+41.2% | $149,718-5.6% | $70,131+101.4% |
| Participation rate | 81.5% | 83.6%-2.1pp | 87.1%-5.5pp | 69.5%+12.0pp |
| Annual return | 18.50% | 27.43%-8.9pp | 1501.63%-1483.1pp | 73.14%-54.6pp |
| Employer contribution / active EE | $5,897 | $3,662+61.1% | $5,445+8.3% | $2,342+151.8% |
| Participant deferral / active EE | $2,107 | $4,983-57.7% | $6,569-67.9% | $3,332-36.7% |
| Admin fee / account holder | $7,907 | $8,286-4.6% | $11,283-29.9% | $4,645+70.2% |