Filed February 22, 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 | $129,999 | $97,757+33.0% | $83,848+55.0% | $135,375-4.0% |
| Participation rate | 78.9% | 80.0%-1.0pp | 76.1%+2.8pp | 82.6%-3.7pp |
| Annual return | -1.84% | 1287.37%-1289.2pp | 850.88%-852.7pp | 519.73%-521.6pp |
| Employer contribution / active EE | $2,632 | $4,222-37.7% | $3,631-27.5% | $4,779-44.9% |
| Participant deferral / active EE | $3,479 | $4,682-25.7% | $4,082-14.8% | $5,609-38.0% |
| Admin fee / account holder | $7,188 | $6,674+7.7% | $5,478+31.2% | $10,827-33.6% |