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 | $57,959 | $105,931-45.3% | $81,930-29.3% | $158,922-63.5% |
| Participation rate | 89.5% | 75.6%+13.9pp | 72.0%+17.5pp | 82.0%+7.5pp |
| Annual return | 6.61% | 38.17%-31.6pp | 29.49%-22.9pp | 302.83%-296.2pp |
| Employer contribution / active EE | $327 | $7,800-95.8% | $4,310-92.4% | $4,761-93.1% |
| Participant deferral / active EE | $1,580 | $13,003-87.8% | $7,107-77.8% | $5,982-73.6% |
| Admin fee / account holder | $5,263 | $8,489-38.0% | $5,158+2.0% | $11,246-53.2% |