Filed November 10, 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 | $240,083 | $61,660+289.4% | $80,019+200.0% | $64,186+274.0% |
| Participation rate | 93.8% | 71.7%+22.2pp | 75.8%+18.0pp | 69.6%+24.3pp |
| Annual return | -2.35% | -0.33%-2.0pp | 11.22%-13.6pp | 7.63%-10.0pp |
| Employer contribution / active EE | $3,137 | $1,810+73.3% | $2,468+27.1% | $2,381+31.8% |
| Participant deferral / active EE | $11,130 | $2,968+275.1% | $3,686+202.0% | $3,470+220.8% |
| Admin fee / account holder | $21,608 | $5,417+298.9% | $6,521+231.4% | $4,888+342.1% |