Filed December 30, 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 8-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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $544,631 | $85,790+534.8% | $67,313+709.1% | $135,375+302.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 5.82% | -0.54%+6.4pp | -4.08%+9.9pp | 519.73%-513.9pp |
| Employer contribution / active EE | $25,745 | $3,487+638.2% | $2,566+903.4% | $4,779+438.7% |
| Participant deferral / active EE | $24,000 | $4,651+416.0% | $3,568+572.6% | $5,609+327.9% |
| Admin fee / account holder | $84,057 | $6,392+1215.0% | $4,507+1765.1% | $10,827+676.4% |