Filed December 21, 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 | $164,866 | $96,956+70.0% | $70,014+135.5% | $273,961-39.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 4.11% | 12.93%-8.8pp | 12.99%-8.9pp | 41.45%-37.3pp |
| Employer contribution / active EE | $8,909 | $3,316+168.7% | $2,338+281.0% | $4,869+83.0% |
| Participant deferral / active EE | $6,829 | $3,744+82.4% | $2,931+133.0% | $5,287+29.2% |
| Admin fee / account holder | $1,144 | $7,934-85.6% | $4,380-73.9% | $10,132-88.7% |