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 | $192,877 | $65,365+195.1% | $92,893+107.6% | $72,985+164.3% |
| Participation rate | 98.3% | 68.3%+30.0pp | 76.0%+22.3pp | 69.5%+28.8pp |
| Annual return | 23.41% | 42.10%-18.7pp | 109.41%-86.0pp | 81.00%-57.6pp |
| Employer contribution / active EE | $8,350 | $2,594+221.9% | $3,653+128.6% | $2,440+242.2% |
| Participant deferral / active EE | $4,043 | $3,128+29.2% | $4,236-4.6% | $3,607+12.1% |
| Admin fee / account holder | $12,677 | $4,251+198.2% | $5,794+118.8% | $5,124+147.4% |