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 | $217,297 | $81,248+167.4% | $155,509+39.7% | $80,856+168.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 15.32% | 33.31%-18.0pp | 64.67%-49.3pp | 35.59%-20.3pp |
| Employer contribution / active EE | $4,838 | $3,100+56.1% | $4,672+3.5% | $2,755+75.6% |
| Participant deferral / active EE | $5,213 | $3,452+51.0% | $5,626-7.3% | $4,296+21.4% |
| Admin fee / account holder | $2,892 | $7,997-63.8% | $15,912-81.8% | $6,918-58.2% |