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 | $85,996 | $62,586+37.4% | $76,768+12.0% | $64,186+34.0% |
| Participation rate | 95.7% | 72.8%+22.9pp | 77.0%+18.8pp | 69.6%+26.2pp |
| Annual return | -6.30% | -1.95%-4.4pp | 2.43%-8.7pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,764 | $1,832-3.7% | $2,485-29.0% | $2,381-25.9% |
| Participant deferral / active EE | $5,301 | $3,145+68.6% | $3,852+37.6% | $3,470+52.8% |
| Admin fee / account holder | $663 | $4,667-85.8% | $6,675-90.1% | $4,888-86.4% |