Filed December 31, 1993 (most recent of 2 filings on file)
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 | $60,670 | $98,750-38.6% | $149,696-59.5% | $79,858-24.0% |
| Participation rate | 75.9% | 75.8%+0.1pp | 82.5%-6.6pp | 69.6%+6.2pp |
| Annual return | 13.08% | 27.43%-14.3pp | 276.60%-263.5pp | 31.71%-18.6pp |
| Employer contribution / active EE | $2,427 | $3,216-24.6% | $4,644-47.7% | $2,471-1.8% |
| Participant deferral / active EE | $3,408 | $5,680-40.0% | $6,842-50.2% | $3,740-8.9% |
| Admin fee / account holder | $4,348 | $6,053-28.2% | $9,309-53.3% | $5,306-18.1% |