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 | $136,041 | $92,222+47.5% | $76,768+77.2% | $135,375+0.5% |
| Participation rate | 88.2% | 79.8%+8.5pp | 77.0%+11.3pp | 82.6%+5.6pp |
| Annual return | -4.10% | 5.46%-9.6pp | 2.43%-6.5pp | 519.73%-523.8pp |
| Employer contribution / active EE | $5,322 | $3,216+65.5% | $2,485+114.1% | $4,779+11.4% |
| Participant deferral / active EE | $6,065 | $4,509+34.5% | $3,852+57.5% | $5,609+8.1% |
| Admin fee / account holder | $48,083 | $10,748+347.4% | $6,675+620.4% | $10,827+344.1% |