Filed September 3, 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 | $154,360 | $52,903+191.8% | $73,307+110.6% | $59,632+158.9% |
| Participation rate | 95.3% | 68.2%+27.1pp | 74.9%+20.4pp | 68.7%+26.7pp |
| Annual return | 1.00% | 12.20%-11.2pp | 5.67%-4.7pp | 2041.28%-2040.3pp |
| Employer contribution / active EE | $927 | $1,909-51.4% | $3,237-71.4% | $2,203-57.9% |
| Participant deferral / active EE | $7,484 | $4,069+83.9% | $4,991+49.9% | $3,192+134.5% |
| Admin fee / account holder | $1,239 | $3,834-67.7% | $5,637-78.0% | $4,297-71.2% |