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 | $210,898 | $63,355+232.9% | $91,989+129.3% | $72,985+189.0% |
| Participation rate | 92.9% | 72.5%+20.3pp | 78.6%+14.2pp | 69.5%+23.4pp |
| Annual return | 24.23% | 35.35%-11.1pp | 69.02%-44.8pp | 81.00%-56.8pp |
| Employer contribution / active EE | $1,259 | $2,116-40.5% | $3,452-63.5% | $2,440-48.4% |
| Participant deferral / active EE | $8,535 | $4,883+74.8% | $5,923+44.1% | $3,607+136.6% |
| Admin fee / account holder | $6,946 | $4,668+48.8% | $7,743-10.3% | $5,124+35.5% |