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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $285,170 | $114,381+149.3% | $107,525+165.2% | $142,382+100.3% |
| Participation rate | 92.9% | 78.1%+14.7pp | 75.1%+17.8pp | 80.1%+12.7pp |
| Annual return | 8.13% | 242.71%-234.6pp | 181.32%-173.2pp | 217.08%-208.9pp |
| Employer contribution / active EE | $15,350 | $4,015+282.3% | $3,754+308.9% | $4,299+257.0% |
| Participant deferral / active EE | $5,925 | $5,564+6.5% | $5,116+15.8% | $6,507-9.0% |
| Admin fee / account holder | $74,548 | $9,860+656.1% | $8,919+735.9% | $12,624+490.5% |