Filed December 15, 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 | $173,219 | $85,766+102.0% | $136,294+27.1% | $70,131+147.0% |
| Participation rate | 95.0% | 74.2%+20.8pp | 81.9%+13.1pp | 69.5%+25.5pp |
| Annual return | 15.88% | 31.45%-15.6pp | 5155.94%-5140.1pp | 73.14%-57.3pp |
| Employer contribution / active EE | $2,305 | $2,966-22.3% | $4,695-50.9% | $2,342-1.6% |
| Participant deferral / active EE | $5,863 | $5,051+16.1% | $6,247-6.2% | $3,332+76.0% |
| Admin fee / account holder | $3,032 | $5,420-44.1% | $9,243-67.2% | $4,645-34.7% |