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 | $342,294 | $91,552+273.9% | $133,956+155.5% | $79,858+328.6% |
| Participation rate | 93.1% | 73.3%+19.8pp | 79.8%+13.3pp | 69.6%+23.5pp |
| Annual return | 10.62% | 61.85%-51.2pp | 45.09%-34.5pp | 31.71%-21.1pp |
| Employer contribution / active EE | $7,226 | $2,384+203.2% | $3,919+84.4% | $2,471+192.4% |
| Participant deferral / active EE | $4,058 | $3,733+8.7% | $5,048-19.6% | $3,740+8.5% |
| Admin fee / account holder | $801 | $6,321-87.3% | $8,927-91.0% | $5,306-84.9% |