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 | $49,477 | $91,911-46.2% | $68,793-28.1% | $135,375-63.5% |
| Participation rate | 90.5% | 76.7%+13.7pp | 72.2%+18.2pp | 82.6%+7.8pp |
| Annual return | -4.14% | -8.22%+4.1pp | -4.63%+0.5pp | 519.73%-523.9pp |
| Employer contribution / active EE | $306 | $3,924-92.2% | $2,625-88.4% | $4,779-93.6% |
| Participant deferral / active EE | $2,065 | $4,315-52.1% | $3,311-37.6% | $5,609-63.2% |
| Admin fee / account holder | $832 | $9,240-91.0% | $5,131-83.8% | $10,827-92.3% |