Filed April 26, 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 | $273,159 | $157,256+73.7% | $141,162+93.5% | $152,861+78.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.66% | 64.32%-47.7pp | 71.39%-54.7pp | 345.32%-328.7pp |
| Employer contribution / active EE | $8,598 | $5,261+63.4% | $4,735+81.6% | $4,762+80.5% |
| Participant deferral / active EE | $12,798 | $7,109+80.0% | $6,709+90.8% | $5,850+118.8% |
| Admin fee / account holder | $120,388 | $12,120+893.3% | $10,261+1073.2% | $11,596+938.1% |