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 | $122,380 | $117,841+3.9% | $102,423+19.5% | $145,922-16.1% |
| Participation rate | 88.9% | 78.6%+10.3pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 10.06% | 31.65%-21.6pp | 29.32%-19.3pp | 561.29%-551.2pp |
| Employer contribution / active EE | $1,203 | $3,615-66.7% | $3,023-60.2% | $4,660-74.2% |
| Participant deferral / active EE | $2,878 | $5,731-49.8% | $5,053-43.0% | $6,688-57.0% |
| Admin fee / account holder | $24,566 | $13,326+84.3% | $9,451+159.9% | $13,397+83.4% |