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 | $53,528 | $100,754-46.9% | $86,677-38.2% | $134,475-60.2% |
| Participation rate | 95.8% | 78.9%+16.9pp | 76.6%+19.3pp | 81.2%+14.6pp |
| Annual return | -11.43% | 29.04%-40.5pp | 35.91%-47.3pp | 417.96%-429.4pp |
| Employer contribution / active EE | $1,077 | $3,489-69.1% | $2,836-62.0% | $4,740-77.3% |
| Participant deferral / active EE | $3,199 | $5,338-40.1% | $4,656-31.3% | $6,400-50.0% |
| Admin fee / account holder | $3,786 | $10,926-65.3% | $7,493-49.5% | $11,426-66.9% |