Filed December 30, 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.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,518 | $124,319-3.1% | $111,297+8.3% | $167,490-28.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 12.99% | 37.44%-24.4pp | 54.65%-41.7pp | 478.56%-465.6pp |
| Employer contribution / active EE | $2,512 | $3,435-26.9% | $2,731-8.0% | $4,837-48.1% |
| Participant deferral / active EE | $4,292 | $5,180-17.1% | $4,487-4.3% | $6,341-32.3% |
| Admin fee / account holder | $32,353 | $10,618+204.7% | $7,964+306.2% | $12,309+162.8% |