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 | $96,221 | $46,869+105.3% | $122,332-21.3% | $70,131+37.2% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 14.92% | 24.22%-9.3pp | 30.27%-15.4pp | 73.14%-58.2pp |
| Employer contribution / active EE | $2,886 | $1,288+124.1% | $4,050-28.7% | $2,342+23.2% |
| Participant deferral / active EE | $6,026 | $2,166+178.1% | $3,287+83.3% | $3,332+80.9% |
| Admin fee / account holder | $1,857 | $3,322-44.1% | $5,478-66.1% | $4,645-60.0% |