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 | $64,427 | $159,602-59.6% | $150,045-57.1% | $142,382-54.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.19% | 70.24%-56.0pp | 62.55%-48.4pp | 217.08%-202.9pp |
| Employer contribution / active EE | $7,546 | $4,961+52.1% | $4,693+60.8% | $4,299+75.5% |
| Participant deferral / active EE | $12,992 | $8,310+56.3% | $7,997+62.5% | $6,507+99.7% |
| Admin fee / account holder | $3,024 | $14,846-79.6% | $13,435-77.5% | $12,624-76.0% |