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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $267,830 | $77,145+247.2% | $108,410+147.1% | $85,850+212.0% |
| Participation rate | 93.0% | 74.7%+18.4pp | 80.1%+12.9pp | 69.3%+23.7pp |
| Annual return | 18.29% | 44.54%-26.3pp | 905.27%-887.0pp | 318.53%-300.2pp |
| Employer contribution / active EE | $1,109 | $2,379-53.4% | $3,558-68.8% | $2,565-56.8% |
| Participant deferral / active EE | $7,693 | $5,566+38.2% | $6,563+17.2% | $3,952+94.7% |
| Admin fee / account holder | $4,438 | $5,172-14.2% | $7,295-39.2% | $6,260-29.1% |