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 | $367,568 | $159,901+129.9% | $146,958+150.1% | $145,922+151.9% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 10.25% | 98.13%-87.9pp | 418.34%-408.1pp | 561.29%-551.0pp |
| Employer contribution / active EE | $10,356 | $5,286+95.9% | $4,933+109.9% | $4,660+122.3% |
| Participant deferral / active EE | $12,500 | $8,428+48.3% | $8,070+54.9% | $6,688+86.9% |
| Admin fee / account holder | $96,698 | $15,044+542.8% | $12,998+643.9% | $13,397+621.8% |