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 | $269,980 | $94,625+185.3% | $116,228+132.3% | $84,808+218.3% |
| Participation rate | 94.8% | 70.4%+24.4pp | 74.6%+20.3pp | 68.3%+26.5pp |
| Annual return | 13.65% | 20.40%-6.8pp | 90.06%-76.4pp | 40.90%-27.2pp |
| Employer contribution / active EE | $3,370 | $2,347+43.6% | $2,994+12.5% | $2,631+28.1% |
| Participant deferral / active EE | $12,401 | $3,972+212.2% | $4,953+150.4% | $4,212+194.4% |
| Admin fee / account holder | $31,416 | $10,091+211.3% | $11,989+162.0% | $7,344+327.8% |