Filed August 2, 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 | $170,764 | $97,757+74.7% | $83,848+103.7% | $135,375+26.1% |
| Participation rate | 90.9% | 80.0%+11.0pp | 76.1%+14.8pp | 82.6%+8.3pp |
| Annual return | 8.08% | 1287.37%-1279.3pp | 850.88%-842.8pp | 519.73%-511.7pp |
| Employer contribution / active EE | $3,077 | $4,222-27.1% | $3,631-15.3% | $4,779-35.6% |
| Participant deferral / active EE | $5,297 | $4,682+13.1% | $4,082+29.8% | $5,609-5.6% |
| Admin fee / account holder | $4,445 | $6,674-33.4% | $5,478-18.9% | $10,827-58.9% |