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 | $72,522 | $99,918-27.4% | $81,382-10.9% | $145,922-50.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 14.57% | 34.32%-19.8pp | 24.73%-10.2pp | 561.29%-546.7pp |
| Employer contribution / active EE | $448 | $2,978-85.0% | $2,463-81.8% | $4,660-90.4% |
| Participant deferral / active EE | $2,313 | $4,605-49.8% | $3,883-40.4% | $6,688-65.4% |
| Admin fee / account holder | $17,780 | $8,212+116.5% | $5,768+208.2% | $13,397+32.7% |