Filed April 6, 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 | $48,777 | $32,117+51.9% | $71,086-31.4% | $64,186-24.0% |
| Participation rate | 94.7% | 42.7%+52.0pp | 54.7%+40.1pp | 69.6%+25.2pp |
| Annual return | -1.84% | -5.57%+3.7pp | 650.59%-652.4pp | 7.63%-9.5pp |
| Employer contribution / active EE | $354 | $712-50.3% | $1,088-67.5% | $2,381-85.1% |
| Participant deferral / active EE | $1,470 | $1,263+16.4% | $1,874-21.6% | $3,470-57.6% |
| Admin fee / account holder | $923 | $2,759-66.6% | $3,082-70.1% | $4,888-81.1% |