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 | $172,112 | $58,577+193.8% | $83,333+106.5% | $64,186+168.1% |
| Participation rate | 95.1% | 72.0%+23.1pp | 77.8%+17.4pp | 69.6%+25.6pp |
| Annual return | -5.72% | 9.65%-15.4pp | 10.63%-16.4pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,286 | $2,098-38.7% | $3,379-61.9% | $2,381-46.0% |
| Participant deferral / active EE | $8,647 | $4,654+85.8% | $5,565+55.4% | $3,470+149.2% |
| Admin fee / account holder | $6,333 | $9,275-31.7% | $7,510-15.7% | $4,888+29.6% |