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 | $179,309 | $81,460+120.1% | $103,333+73.5% | $80,856+121.8% |
| Participation rate | 85.5% | 66.8%+18.7pp | 74.5%+11.0pp | 67.6%+17.9pp |
| Annual return | 15.70% | 25.55%-9.9pp | 24.88%-9.2pp | 35.59%-19.9pp |
| Employer contribution / active EE | $2,873 | $3,105-7.5% | $3,868-25.7% | $2,755+4.3% |
| Participant deferral / active EE | $12,198 | $3,869+215.3% | $5,057+141.2% | $4,296+184.0% |
| Admin fee / account holder | $3,866 | $6,566-41.1% | $8,355-53.7% | $6,918-44.1% |