Filed July 27, 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 | $163,700 | $84,233+94.3% | $170,442-4.0% | $70,131+133.4% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.28% | 23.06%-9.8pp | 205.93%-192.6pp | 73.14%-59.9pp |
| Employer contribution / active EE | $6,893 | $3,387+103.5% | $5,433+26.9% | $2,342+194.3% |
| Participant deferral / active EE | $4,791 | $3,086+55.3% | $4,939-3.0% | $3,332+43.8% |
| Admin fee / account holder | $24,857 | $5,698+336.2% | $13,880+79.1% | $4,645+435.1% |