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 | $79,398 | $67,606+17.4% | $82,313-3.5% | $70,131+13.2% |
| Participation rate | 97.8% | 72.8%+25.0pp | 76.9%+20.9pp | 69.5%+28.2pp |
| Annual return | 14.72% | 21.57%-6.8pp | 25.88%-11.2pp | 73.14%-58.4pp |
| Employer contribution / active EE | $1,705 | $1,755-2.9% | $2,428-29.8% | $2,342-27.2% |
| Participant deferral / active EE | $5,218 | $2,987+74.7% | $3,706+40.8% | $3,332+56.6% |
| Admin fee / account holder | $4,000 | $4,512-11.4% | $5,608-28.7% | $4,645-13.9% |