Filed April 2, 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 | $90,805 | $45,152+101.1% | $73,843+23.0% | $59,632+52.3% |
| Participation rate | 85.7% | 64.0%+21.7pp | 73.4%+12.3pp | 68.7%+17.0pp |
| Annual return | -1.74% | 27.40%-29.1pp | 2267.84%-2269.6pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $7,165 | $1,902+276.8% | $2,787+157.1% | $2,203+225.3% |
| Participant deferral / active EE | $4,293 | $2,574+66.8% | $3,583+19.8% | $3,192+34.5% |
| Admin fee / account holder | $2,698 | $3,516-23.3% | $4,880-44.7% | $4,297-37.2% |