Filed December 27, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $298,511 | $127,777+133.6% | $106,548+180.2% | $167,490+78.2% |
| Participation rate | 94.1% | 78.3%+15.8pp | 76.1%+18.0pp | 82.1%+12.0pp |
| Annual return | 12.42% | 33.87%-21.5pp | 26.80%-14.4pp | 478.56%-466.1pp |
| Employer contribution / active EE | $2,431 | $3,427-29.1% | $2,819-13.8% | $4,837-49.7% |
| Participant deferral / active EE | $6,526 | $5,087+28.3% | $4,398+48.4% | $6,341+2.9% |
| Admin fee / account holder | $2,659 | $11,228-76.3% | $7,407-64.1% | $12,309-78.4% |