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 | $87,402 | $43,723+99.9% | $121,196-27.9% | $64,186+36.2% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.7%+28.3pp | 69.6%+30.4pp |
| Annual return | -4.67% | 68.91%-73.6pp | 16.93%-21.6pp | 7.63%-12.3pp |
| Employer contribution / active EE | $3,179 | $1,296+145.3% | $4,022-20.9% | $2,381+33.5% |
| Participant deferral / active EE | $6,186 | $2,280+171.3% | $3,344+85.0% | $3,470+78.3% |
| Admin fee / account holder | $2,745 | $3,501-21.6% | $5,019-45.3% | $4,888-43.8% |