Filed April 30, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,120 | $60,349+11.2% | $74,183-9.5% | $62,891+6.7% |
| Participation rate | 91.5% | 72.7%+18.8pp | 76.6%+14.9pp | 69.3%+22.2pp |
| Annual return | 8.00% | 21.37%-13.4pp | 17.74%-9.7pp | 20.14%-12.1pp |
| Employer contribution / active EE | $1,599 | $1,680-4.9% | $2,370-32.6% | $2,281-29.9% |
| Participant deferral / active EE | $4,612 | $2,856+61.5% | $3,550+29.9% | $3,203+44.0% |
| Admin fee / account holder | $3,308 | $4,261-22.4% | $5,586-40.8% | $4,296-23.0% |