Filed December 16, 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 | $53,932 | $56,897-5.2% | $84,750-36.4% | $62,891-14.2% |
| Participation rate | 91.8% | 68.5%+23.3pp | 76.6%+15.2pp | 69.3%+22.5pp |
| Annual return | 6.29% | 6.30%0pp | 22.78%-16.5pp | 20.14%-13.9pp |
| Employer contribution / active EE | $854 | $2,400-64.4% | $3,574-76.1% | $2,281-62.6% |
| Participant deferral / active EE | $2,627 | $2,709-3.1% | $3,712-29.2% | $3,203-18.0% |
| Admin fee / account holder | $10,876 | $3,581+203.7% | $5,332+104.0% | $4,296+153.2% |