Filed June 4, 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 | $181,355 | $98,240+84.6% | $82,313+120.3% | $147,584+22.9% |
| Participation rate | 88.2% | 79.7%+8.5pp | 76.9%+11.3pp | 82.8%+5.4pp |
| Annual return | 12.75% | 30.85%-18.1pp | 25.88%-13.1pp | 578.55%-565.8pp |
| Employer contribution / active EE | $4,918 | $3,192+54.1% | $2,428+102.5% | $4,876+0.9% |
| Participant deferral / active EE | $5,338 | $4,383+21.8% | $3,706+44.0% | $5,439-1.8% |
| Admin fee / account holder | $848 | $8,563-90.1% | $5,608-84.9% | $10,885-92.2% |