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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,910 | $110,257+9.7% | $96,544+25.2% | $139,434-13.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 14.68% | 26.32%-11.6pp | 25.84%-11.2pp | 372.94%-358.3pp |
| Employer contribution / active EE | $1,586 | $3,620-56.2% | $2,965-46.5% | $4,751-66.6% |
| Participant deferral / active EE | $3,820 | $5,548-31.1% | $4,851-21.2% | $6,710-43.1% |
| Admin fee / account holder | $20,889 | $11,591+80.2% | $8,252+153.1% | $11,403+83.2% |