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 | $62,530 | $104,486-40.2% | $76,817-18.6% | $152,861-59.1% |
| Participation rate | 88.9% | 76.6%+12.3pp | 72.1%+16.8pp | 82.4%+6.4pp |
| Annual return | 19.22% | 1013.37%-994.2pp | 1166.11%-1146.9pp | 345.32%-326.1pp |
| Employer contribution / active EE | $332 | $3,116-89.3% | $2,302-85.6% | $4,762-93.0% |
| Participant deferral / active EE | $1,790 | $4,236-57.7% | $3,336-46.3% | $5,850-69.4% |
| Admin fee / account holder | $5,300 | $12,275-56.8% | $6,420-17.5% | $11,596-54.3% |