Filed July 1, 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 | $107,462 | $49,177+118.5% | $79,464+35.2% | $64,186+67.4% |
| Participation rate | 96.0% | 65.0%+31.0pp | 73.3%+22.7pp | 69.6%+26.4pp |
| Annual return | -0.04% | -1.16%+1.1pp | 718.14%-718.2pp | 7.63%-7.7pp |
| Employer contribution / active EE | $9,005 | $2,076+333.7% | $2,800+221.6% | $2,381+278.2% |
| Participant deferral / active EE | $3,068 | $2,821+8.7% | $3,704-17.2% | $3,470-11.6% |
| Admin fee / account holder | $2,965 | $3,839-22.8% | $5,113-42.0% | $4,888-39.3% |