Filed January 7, 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 | $122,887 | $52,681+133.3% | $75,781+62.2% | $59,632+106.1% |
| Participation rate | 82.4% | 67.2%+15.1pp | 75.8%+6.5pp | 68.7%+13.7pp |
| Annual return | -1.02% | 2.95%-4.0pp | 9.68%-10.7pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $1,630 | $2,193-25.7% | $3,323-51.0% | $2,203-26.0% |
| Participant deferral / active EE | $10,074 | $2,591+288.8% | $3,651+175.9% | $3,192+215.6% |
| Admin fee / account holder | $7,361 | $3,610+103.9% | $5,299+38.9% | $4,297+71.3% |