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 | $213,704 | $87,733+143.6% | $106,548+100.6% | $85,850+148.9% |
| Participation rate | 94.8% | 71.9%+22.9pp | 76.1%+18.7pp | 69.3%+25.5pp |
| Annual return | 23.57% | 21.86%+1.7pp | 26.80%-3.2pp | 318.53%-295.0pp |
| Employer contribution / active EE | $2,674 | $2,073+29.0% | $2,819-5.1% | $2,565+4.2% |
| Participant deferral / active EE | $9,649 | $3,469+178.1% | $4,398+119.4% | $3,952+144.2% |
| Admin fee / account holder | $27,452 | $6,767+305.7% | $7,407+270.6% | $6,260+338.5% |