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 | $265,766 | $105,998+150.7% | $92,233+188.1% | $147,584+80.1% |
| Participation rate | 84.2% | 80.4%+3.8pp | 76.5%+7.7pp | 82.8%+1.4pp |
| Annual return | 9.17% | 50.05%-40.9pp | 176.28%-167.1pp | 578.55%-569.4pp |
| Employer contribution / active EE | $22,214 | $4,333+412.7% | $3,679+503.8% | $4,876+355.6% |
| Participant deferral / active EE | $9,845 | $4,478+119.9% | $3,897+152.6% | $5,439+81.0% |
| Admin fee / account holder | $46,935 | $6,332+641.2% | $5,194+803.7% | $10,885+331.2% |