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 | $130,106 | $72,492+79.5% | $87,100+49.4% | $72,985+78.3% |
| Participation rate | 97.7% | 72.8%+24.9pp | 76.9%+20.9pp | 69.5%+28.2pp |
| Annual return | 19.29% | 24.46%-5.2pp | 28.19%-8.9pp | 81.00%-61.7pp |
| Employer contribution / active EE | $1,781 | $1,894-6.0% | $2,521-29.4% | $2,440-27.0% |
| Participant deferral / active EE | $5,612 | $3,270+71.6% | $4,049+38.6% | $3,607+55.6% |
| Admin fee / account holder | $6,211 | $5,055+22.9% | $7,497-17.1% | $5,124+21.2% |