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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $328,781 | $297,529+10.5% | $246,525+33.4% | $357,791-8.1% |
| Participation rate | 90.0% | 86.5%+3.5pp | 82.0%+8.0pp | 85.6%+4.4pp |
| Annual return | 22.49% | -2.25%+24.7pp | 0.46%+22.0pp | 396.79%-374.3pp |
| Employer contribution / active EE | $3,611 | $8,709-58.5% | $7,467-51.6% | $7,508-51.9% |
| Participant deferral / active EE | $7,278 | $6,076+19.8% | $5,422+34.2% | $5,521+31.8% |
| Admin fee / account holder | $126,594 | $16,212+680.9% | $16,551+664.9% | $28,387+345.9% |