Filed July 13, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $724,015 | $111,535+549.1% | $105,223+588.1% | $137,256+427.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 6.16% | 237.85%-231.7pp | 180.65%-174.5pp | 220.34%-214.2pp |
| Employer contribution / active EE | $34,296 | $3,939+770.6% | $3,689+829.8% | $4,156+725.2% |
| Participant deferral / active EE | $10,331 | $5,500+87.8% | $5,072+103.7% | $6,407+61.3% |
| Admin fee / account holder | $73,967 | $9,721+660.9% | $8,859+735.0% | $12,270+502.8% |