Filed October 8, 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 | $78,741 | $41,377+90.3% | $109,313-28.0% | $62,891+25.2% |
| Participation rate | 100.0% | 57.5%+42.5pp | 71.3%+28.7pp | 69.3%+30.7pp |
| Annual return | 8.18% | 11.05%-2.9pp | 22.07%-13.9pp | 20.14%-12.0pp |
| Employer contribution / active EE | $2,944 | $1,276+130.7% | $3,892-24.4% | $2,281+29.1% |
| Participant deferral / active EE | $6,529 | $2,045+219.3% | $3,166+106.2% | $3,203+103.9% |
| Admin fee / account holder | $9,851 | $2,884+241.6% | $5,666+73.9% | $4,296+129.3% |