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 | $154,461 | $72,277+113.7% | $101,248+52.6% | $79,858+93.4% |
| Participation rate | 81.8% | 68.5%+13.4pp | 75.8%+6.0pp | 69.6%+12.2pp |
| Annual return | 11.86% | 22.30%-10.4pp | 46.47%-34.6pp | 31.71%-19.9pp |
| Employer contribution / active EE | $1,978 | $2,692-26.5% | $3,660-45.9% | $2,471-19.9% |
| Participant deferral / active EE | $8,939 | $3,282+172.4% | $4,370+104.5% | $3,740+139.0% |
| Admin fee / account holder | $21,804 | $4,400+395.5% | $5,945+266.7% | $5,306+310.9% |