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 | $334,065 | $138,044+142.0% | $125,339+166.5% | $134,475+148.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.81% | 750.33%-762.1pp | 572.05%-583.9pp | 417.96%-429.8pp |
| Employer contribution / active EE | $4,970 | $5,243-5.2% | $4,814+3.2% | $4,740+4.9% |
| Participant deferral / active EE | $16,165 | $7,799+107.3% | $7,446+117.1% | $6,400+152.6% |
| Admin fee / account holder | $2,171 | $11,571-81.2% | $10,010-78.3% | $11,426-81.0% |