Filed October 29, 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 | $364,759 | $82,630+341.4% | $64,105+469.0% | $125,391+190.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -0.78% | 1489.72%-1490.5pp | 791.24%-792.0pp | 282.22%-283.0pp |
| Employer contribution / active EE | $10,119 | $2,671+278.8% | $1,820+456.0% | $4,866+107.9% |
| Participant deferral / active EE | $6,428 | $3,608+78.2% | $2,822+127.8% | $5,352+20.1% |
| Admin fee / account holder | $47,973 | $6,382+651.7% | $4,499+966.2% | $9,540+402.8% |