Filed September 10, 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 | $231,283 | $73,867+213.1% | $143,757+60.9% | $68,494+237.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -10.64% | 1.01%-11.6pp | -0.04%-10.6pp | -7.84%-2.8pp |
| Employer contribution / active EE | $15,165 | $3,184+376.3% | $4,951+206.3% | $2,596+484.1% |
| Participant deferral / active EE | $10,976 | $3,384+224.3% | $5,637+94.7% | $4,027+172.6% |
| Admin fee / account holder | $14,205 | $5,755+146.8% | $14,673-3.2% | $5,403+162.9% |