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 | $145,516 | $29,660+390.6% | $56,411+158.0% | $80,856+80.0% |
| Participation rate | 100.0% | 41.6%+58.4pp | 52.5%+47.5pp | 67.6%+32.4pp |
| Annual return | 22.15% | 35.23%-13.1pp | 1701.33%-1679.2pp | 35.59%-13.4pp |
| Employer contribution / active EE | $11,067 | $669+1553.4% | $1,039+965.5% | $2,755+301.7% |
| Participant deferral / active EE | $9,488 | $1,226+673.9% | $1,952+386.1% | $4,296+120.9% |
| Admin fee / account holder | $59,566 | $2,428+2353.8% | $2,829+2005.7% | $6,918+761.0% |