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 | $282,454 | $118,450+138.5% | $98,439+186.9% | $139,434+102.6% |
| Participation rate | 94.1% | 77.4%+16.7pp | 75.2%+19.0pp | 80.3%+13.8pp |
| Annual return | 22.15% | 18.94%+3.2pp | 21.16%+1.0pp | 372.94%-350.8pp |
| Employer contribution / active EE | $2,514 | $3,609-30.3% | $3,048-17.5% | $4,751-47.1% |
| Participant deferral / active EE | $7,564 | $5,392+40.3% | $4,738+59.6% | $6,710+12.7% |
| Admin fee / account holder | $8,276 | $14,026-41.0% | $8,948-7.5% | $11,403-27.4% |