Filed January 5, 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 | $160,901 | $63,346+154.0% | $92,233+74.5% | $70,131+129.4% |
| Participation rate | 95.5% | 68.7%+26.8pp | 76.5%+19.0pp | 69.5%+25.9pp |
| Annual return | 23.65% | 530.12%-506.5pp | 176.28%-152.6pp | 73.14%-49.5pp |
| Employer contribution / active EE | $9,041 | $2,471+265.9% | $3,679+145.7% | $2,342+286.0% |
| Participant deferral / active EE | $3,518 | $2,854+23.3% | $3,897-9.7% | $3,332+5.6% |
| Admin fee / account holder | $2,071 | $3,840-46.1% | $5,194-60.1% | $4,645-55.4% |