Filed March 16, 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 | $270,414 | $85,202+217.4% | $172,739+56.5% | $72,985+270.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.63% | 27.32%-6.7pp | 802.84%-782.2pp | 81.00%-60.4pp |
| Employer contribution / active EE | $5,715 | $3,324+71.9% | $5,143+11.1% | $2,440+134.2% |
| Participant deferral / active EE | $4,375 | $3,260+34.2% | $5,198-15.8% | $3,607+21.3% |
| Admin fee / account holder | $14,078 | $5,884+139.3% | $13,954+0.9% | $5,124+174.7% |