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 | $235,506 | $59,107+298.4% | $86,436+172.5% | $68,494+243.8% |
| Participation rate | 93.0% | 75.2%+17.8pp | 80.3%+12.7pp | 67.9%+25.1pp |
| Annual return | -16.28% | -0.23%-16.1pp | 4394.89%-4411.2pp | -7.84%-8.4pp |
| Employer contribution / active EE | $1,061 | $2,519-57.9% | $3,769-71.9% | $2,596-59.1% |
| Participant deferral / active EE | $7,931 | $5,901+34.4% | $6,952+14.1% | $4,027+96.9% |
| Admin fee / account holder | $4,781 | $5,637-15.2% | $6,731-29.0% | $5,403-11.5% |