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 | $64,451 | $88,594-27.3% | $70,092-8.0% | $134,475-52.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -8.71% | 442.67%-451.4pp | 190.73%-199.4pp | 417.96%-426.7pp |
| Employer contribution / active EE | $402 | $3,233-87.6% | $2,559-84.3% | $4,740-91.5% |
| Participant deferral / active EE | $2,404 | $4,772-49.6% | $3,849-37.5% | $6,400-62.4% |
| Admin fee / account holder | $454 | $10,441-95.6% | $6,267-92.8% | $11,426-96.0% |