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 | $113,076 | $48,570+132.8% | $130,648-13.4% | $72,985+54.9% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 19.59% | 38.63%-19.0pp | 1708.96%-1689.4pp | 81.00%-61.4pp |
| Employer contribution / active EE | $3,248 | $1,334+143.4% | $4,092-20.6% | $2,440+33.1% |
| Participant deferral / active EE | $6,008 | $2,384+152.0% | $3,603+66.8% | $3,607+66.5% |
| Admin fee / account holder | $5,056 | $3,549+42.5% | $5,464-7.5% | $5,124-1.3% |