Filed August 6, 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 | $59,346 | $48,076+23.4% | $78,689-24.6% | $62,891-5.6% |
| Participation rate | 92.6% | 65.2%+27.3pp | 73.6%+19.0pp | 69.3%+23.2pp |
| Annual return | 7.06% | 31.35%-24.3pp | 62.18%-55.1pp | 20.14%-13.1pp |
| Employer contribution / active EE | $3,494 | $2,015+73.4% | $2,851+22.6% | $2,281+53.2% |
| Participant deferral / active EE | $4,407 | $2,588+70.3% | $3,517+25.3% | $3,203+37.6% |
| Admin fee / account holder | $2,720 | $3,207-15.2% | $4,510-39.7% | $4,296-36.7% |