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 | $122,777 | $127,065-3.4% | $113,168+8.5% | $142,382-13.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 10.86% | 24.03%-13.2pp | 24.27%-13.4pp | 217.08%-206.2pp |
| Employer contribution / active EE | $925 | $3,442-73.1% | $2,975-68.9% | $4,299-78.5% |
| Participant deferral / active EE | $2,632 | $5,716-54.0% | $5,107-48.5% | $6,507-59.6% |
| Admin fee / account holder | $14,131 | $15,736-10.2% | $12,068+17.1% | $12,624+11.9% |