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 | $169,643 | $64,348+163.6% | $90,160+88.2% | $70,131+141.9% |
| Participation rate | 95.5% | 70.4%+25.0pp | 76.9%+18.6pp | 69.5%+25.9pp |
| Annual return | 15.16% | 28.13%-13.0pp | 34.88%-19.7pp | 73.14%-58.0pp |
| Employer contribution / active EE | $1,230 | $2,046-39.9% | $3,318-62.9% | $2,342-47.5% |
| Participant deferral / active EE | $8,076 | $4,389+84.0% | $5,288+52.7% | $3,332+142.4% |
| Admin fee / account holder | $20,249 | $3,944+413.5% | $5,943+240.7% | $4,645+335.9% |