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 | $290,984 | $77,503+275.5% | $100,391+189.9% | $80,856+259.9% |
| Participation rate | 84.4% | 76.9%+7.5pp | 81.5%+3.0pp | 67.6%+16.8pp |
| Annual return | 12.82% | 37.20%-24.4pp | 49.20%-36.4pp | 35.59%-22.8pp |
| Employer contribution / active EE | $1,221 | $2,801-56.4% | $3,942-69.0% | $2,755-55.7% |
| Participant deferral / active EE | $8,467 | $6,820+24.1% | $8,082+4.8% | $4,296+97.1% |
| Admin fee / account holder | $45,552 | $5,897+672.5% | $7,899+476.7% | $6,918+558.5% |