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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,685 | $95,416+115.6% | $185,823+10.7% | $85,850+139.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 48.77% | 23.59%+25.2pp | 122.05%-73.3pp | 318.53%-269.8pp |
| Employer contribution / active EE | $5,529 | $3,314+66.8% | $5,167+7.0% | $2,565+115.5% |
| Participant deferral / active EE | $5,012 | $3,423+46.4% | $5,568-10.0% | $3,952+26.8% |
| Admin fee / account holder | $229,026 | $7,213+3075.3% | $16,237+1310.5% | $6,260+3558.6% |