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 | $96,363 | $46,674+106.5% | $117,472-18.0% | $68,494+40.7% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -16.32% | -14.52%-1.8pp | 29.74%-46.1pp | -7.84%-8.5pp |
| Employer contribution / active EE | $4,342 | $1,505+188.6% | $4,176+4.0% | $2,596+67.2% |
| Participant deferral / active EE | $4,544 | $2,636+72.4% | $4,070+11.6% | $4,027+12.8% |
| Admin fee / account holder | $3,138 | $4,020-21.9% | $5,645-44.4% | $5,403-41.9% |