Filed February 3, 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 8-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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,588 | $108,642+16.5% | $74,701+69.5% | $152,861-17.2% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 18.14% | 114.06%-95.9pp | 752.92%-734.8pp | 345.32%-327.2pp |
| Employer contribution / active EE | $1,318 | $1,503-12.3% | $1,084+21.6% | $4,762-72.3% |
| Participant deferral / active EE | $1,321 | $2,712-51.3% | $1,964-32.7% | $5,850-77.4% |
| Admin fee / account holder | $68,600 | $4,902+1299.3% | $3,333+1958.2% | $11,596+491.6% |