Filed February 23, 1993
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 | $54,839 | $123,793-55.7% | $177,821-69.2% | $79,858-31.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 18.53% | 22.82%-4.3pp | 48.32%-29.8pp | 31.71%-13.2pp |
| Employer contribution / active EE | $2,125 | $4,095-48.1% | $5,918-64.1% | $2,471-14.0% |
| Participant deferral / active EE | $3,793 | $5,956-36.3% | $7,714-50.8% | $3,740+1.4% |
| Admin fee / account holder | $546 | $7,243-92.5% | $12,427-95.6% | $5,306-89.7% |