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 | $348,995 | $176,056+98.2% | $159,436+118.9% | $167,490+108.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.11% | 331.75%-316.6pp | 263.57%-248.5pp | 478.56%-463.5pp |
| Employer contribution / active EE | $12,000 | $5,297+126.5% | $4,829+148.5% | $4,837+148.1% |
| Participant deferral / active EE | $15,559 | $7,750+100.8% | $7,352+111.6% | $6,341+145.4% |
| Admin fee / account holder | $4,767 | $12,554-62.0% | $10,799-55.9% | $12,309-61.3% |