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 | $242,875 | $111,754+117.3% | $103,333+135.0% | $145,922+66.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.03% | 24.77%-11.7pp | 24.88%-11.9pp | 561.29%-548.3pp |
| Employer contribution / active EE | $3,981 | $4,212-5.5% | $3,868+2.9% | $4,660-14.6% |
| Participant deferral / active EE | $9,142 | $5,619+62.7% | $5,057+80.8% | $6,688+36.7% |
| Admin fee / account holder | $2,741 | $9,750-71.9% | $8,355-67.2% | $13,397-79.5% |