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 | $156,632 | $73,933+111.9% | $96,683+62.0% | $75,163+108.4% |
| Participation rate | 89.6% | 66.4%+23.1pp | 74.3%+15.2pp | 67.2%+22.4pp |
| Annual return | 19.39% | 26.70%-7.3pp | 35.69%-16.3pp | 160.62%-141.2pp |
| Employer contribution / active EE | $2,667 | $2,928-8.9% | $3,737-28.6% | $2,670-0.1% |
| Participant deferral / active EE | $11,182 | $3,659+205.6% | $4,878+129.2% | $4,125+171.1% |
| Admin fee / account holder | $3,871 | $5,216-25.8% | $6,730-42.5% | $5,651-31.5% |