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 | $121,724 | $92,222+32.0% | $76,768+58.6% | $135,375-10.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.30% | 5.46%-10.8pp | 2.43%-7.7pp | 519.73%-525.0pp |
| Employer contribution / active EE | $4,942 | $3,216+53.7% | $2,485+98.9% | $4,779+3.4% |
| Participant deferral / active EE | $3,742 | $4,509-17.0% | $3,852-2.8% | $5,609-33.3% |
| Admin fee / account holder | $4,330 | $10,748-59.7% | $6,675-35.1% | $10,827-60.0% |