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 | $54,349 | $100,901-46.1% | $75,670-28.2% | $147,584-63.2% |
| Participation rate | 90.5% | 77.1%+13.3pp | 72.3%+18.1pp | 82.8%+7.6pp |
| Annual return | 16.07% | 35.78%-19.7pp | 27.34%-11.3pp | 578.55%-562.5pp |
| Employer contribution / active EE | $359 | $3,253-89.0% | $2,352-84.7% | $4,876-92.6% |
| Participant deferral / active EE | $2,198 | $4,027-45.4% | $3,142-30.1% | $5,439-59.6% |
| Admin fee / account holder | $1,023 | $11,285-90.9% | $5,800-82.4% | $10,885-90.6% |