Filed March 24, 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 | $150,306 | $86,286+74.2% | $111,297+35.0% | $85,850+75.1% |
| Participation rate | 88.5% | 73.3%+15.1pp | 77.3%+11.2pp | 69.3%+19.1pp |
| Annual return | 13.47% | 19.99%-6.5pp | 54.65%-41.2pp | 318.53%-305.1pp |
| Employer contribution / active EE | $2,174 | $2,043+6.4% | $2,731-20.4% | $2,565-15.2% |
| Participant deferral / active EE | $6,720 | $3,641+84.6% | $4,487+49.8% | $3,952+70.0% |
| Admin fee / account holder | $3,435 | $8,188-58.0% | $7,964-56.9% | $6,260-45.1% |