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 | $251,366 | $78,485+220.3% | $106,213+136.7% | $74,495+237.4% |
| Participation rate | 94.1% | 72.8%+21.2pp | 75.3%+18.8pp | 67.2%+26.9pp |
| Annual return | 16.86% | 15.95%+0.9pp | 116.14%-99.3pp | 1364.94%-1348.1pp |
| Employer contribution / active EE | $5,788 | $2,523+129.5% | $3,171+82.5% | $2,623+120.7% |
| Participant deferral / active EE | $11,032 | $4,322+155.2% | $5,016+119.9% | $4,346+153.9% |
| Admin fee / account holder | $11,218 | $2,232+402.7% | $11,033+1.7% | $1,942+477.7% |