Filed June 1, 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 | $107,639 | $79,184+35.9% | $102,438+5.1% | $74,546+44.4% |
| Participation rate | 75.2% | 74.8%+0.4pp | 76.5%-1.3pp | 67.2%+8.0pp |
| Annual return | 15.34% | 54.95%-39.6pp | 29.37%-14.0pp | 1366.03%-1350.7pp |
| Employer contribution / active EE | $1,137 | $2,362-51.9% | $3,024-62.4% | $2,624-56.7% |
| Participant deferral / active EE | $6,501 | $4,414+47.3% | $5,054+28.6% | $4,347+49.5% |
| Admin fee / account holder | $3,417 | $2,001+70.7% | $9,448-63.8% | $1,944+75.8% |