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 | $279,368 | $68,346+308.8% | $94,646+195.2% | $75,163+271.7% |
| Participation rate | 90.5% | 76.1%+14.4pp | 80.8%+9.6pp | 67.2%+23.3pp |
| Annual return | 18.17% | 616.93%-598.8pp | 156.71%-138.5pp | 160.62%-142.4pp |
| Employer contribution / active EE | $1,265 | $2,701-53.2% | $3,672-65.5% | $2,670-52.6% |
| Participant deferral / active EE | $8,718 | $6,537+33.3% | $7,418+17.5% | $4,125+111.3% |
| Admin fee / account holder | $7,008 | $5,326+31.6% | $7,231-3.1% | $5,651+24.0% |