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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $250,954 | $76,367+228.6% | $93,606+168.1% | $72,985+243.8% |
| Participation rate | 91.8% | 71.7%+20.0pp | 75.8%+16.0pp | 69.5%+22.3pp |
| Annual return | 18.78% | 25.82%-7.0pp | 32.76%-14.0pp | 81.00%-62.2pp |
| Employer contribution / active EE | $3,071 | $2,275+35.0% | $2,718+13.0% | $2,440+25.9% |
| Participant deferral / active EE | $10,336 | $3,538+192.2% | $4,069+154.0% | $3,607+186.5% |
| Admin fee / account holder | $40,766 | $6,838+496.2% | $7,888+416.8% | $5,124+695.5% |