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 | $272,836 | $99,341+174.6% | $84,750+221.9% | $273,961-0.4% |
| Participation rate | 93.8% | 80.7%+13.1pp | 76.6%+17.2pp | 83.0%+10.7pp |
| Annual return | -5.67% | 22.93%-28.6pp | 22.78%-28.4pp | 41.45%-47.1pp |
| Employer contribution / active EE | $14,043 | $4,214+233.3% | $3,574+292.9% | $4,869+188.4% |
| Participant deferral / active EE | $12,041 | $4,269+182.0% | $3,712+224.4% | $5,287+127.7% |
| Admin fee / account holder | $28,086 | $6,644+322.7% | $5,332+426.7% | $10,132+177.2% |