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 | $207,007 | $91,190+127.0% | $178,490+16.0% | $79,858+159.2% |
| Participation rate | 88.4% | 69.2%+19.2pp | 81.9%+6.4pp | 69.6%+18.7pp |
| Annual return | 12.25% | 24.19%-11.9pp | 151.07%-138.8pp | 31.71%-19.5pp |
| Employer contribution / active EE | $8,019 | $3,256+146.3% | $5,011+60.0% | $2,471+224.5% |
| Participant deferral / active EE | $4,901 | $3,236+51.4% | $5,202-5.8% | $3,740+31.0% |
| Admin fee / account holder | $5,690 | $6,751-15.7% | $13,984-59.3% | $5,306+7.2% |