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 | $177,916 | $78,672+126.1% | $109,143+63.0% | $85,850+107.2% |
| Participation rate | 76.3% | 68.3%+8.0pp | 75.9%+0.4pp | 69.3%+7.0pp |
| Annual return | 20.07% | 25.09%-5.0pp | 25.75%-5.7pp | 318.53%-298.5pp |
| Employer contribution / active EE | $1,913 | $2,735-30.0% | $3,722-48.6% | $2,565-25.4% |
| Participant deferral / active EE | $9,125 | $3,467+163.2% | $4,653+96.1% | $3,952+130.9% |
| Admin fee / account holder | $12,844 | $5,469+134.8% | $6,752+90.2% | $6,260+105.2% |