Filed March 18, 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 | $72,635 | $117,841-38.4% | $102,423-29.1% | $145,922-50.2% |
| Participation rate | 90.9% | 78.6%+12.3pp | 76.5%+14.4pp | 80.3%+10.6pp |
| Annual return | 14.25% | 31.65%-17.4pp | 29.32%-15.1pp | 561.29%-547.0pp |
| Employer contribution / active EE | $1,166 | $3,615-67.8% | $3,023-61.4% | $4,660-75.0% |
| Participant deferral / active EE | $4,098 | $5,731-28.5% | $5,053-18.9% | $6,688-38.7% |
| Admin fee / account holder | $1,052 | $13,326-92.1% | $9,451-88.9% | $13,397-92.1% |