Filed June 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 | $96,192 | $88,707+8.4% | $74,183+29.7% | $273,961-64.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 16.32% | 11.94%+4.4pp | 17.74%-1.4pp | 41.45%-25.1pp |
| Employer contribution / active EE | $4,340 | $3,159+37.4% | $2,370+83.1% | $4,869-10.9% |
| Participant deferral / active EE | $3,958 | $4,212-6.0% | $3,550+11.5% | $5,287-25.1% |
| Admin fee / account holder | $22,012 | $8,717+152.5% | $5,586+294.1% | $10,132+117.2% |