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 | $60,993 | $110,257-44.7% | $96,544-36.8% | $139,434-56.3% |
| Participation rate | 95.5% | 78.1%+17.4pp | 76.0%+19.5pp | 80.3%+15.1pp |
| Annual return | 14.08% | 26.32%-12.2pp | 25.84%-11.8pp | 372.94%-358.9pp |
| Employer contribution / active EE | $1,137 | $3,620-68.6% | $2,965-61.6% | $4,751-76.1% |
| Participant deferral / active EE | $3,760 | $5,548-32.2% | $4,851-22.5% | $6,710-44.0% |
| Admin fee / account holder | $5,900 | $11,591-49.1% | $8,252-28.5% | $11,403-48.3% |