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 | $232,872 | $70,475+230.4% | $100,516+131.7% | $79,858+191.6% |
| Participation rate | 93.2% | 73.7%+19.5pp | 79.4%+13.8pp | 69.6%+23.5pp |
| Annual return | 13.33% | 21.90%-8.6pp | 30.89%-17.6pp | 31.71%-18.4pp |
| Employer contribution / active EE | $1,208 | $2,165-44.2% | $3,418-64.6% | $2,471-51.1% |
| Participant deferral / active EE | $8,488 | $5,181+63.8% | $6,270+35.4% | $3,740+126.9% |
| Admin fee / account holder | $547 | $4,478-87.8% | $8,081-93.2% | $5,306-89.7% |