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 | $193,106 | $73,004+164.5% | $90,749+112.8% | $68,494+181.9% |
| Participation rate | 92.9% | 70.8%+22.0pp | 75.7%+17.2pp | 67.9%+25.0pp |
| Annual return | -14.89% | -13.81%-1.1pp | -12.16%-2.7pp | -7.84%-7.0pp |
| Employer contribution / active EE | $2,813 | $2,193+28.3% | $2,921-3.7% | $2,596+8.4% |
| Participant deferral / active EE | $10,584 | $3,627+191.8% | $4,564+131.9% | $4,027+162.8% |
| Admin fee / account holder | $5,235 | $5,896-11.2% | $8,445-38.0% | $5,403-3.1% |