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 | $55,699 | $49,177+13.3% | $79,464-29.9% | $64,186-13.2% |
| Participation rate | 92.4% | 65.0%+27.4pp | 73.3%+19.0pp | 69.6%+22.8pp |
| Annual return | -5.40% | -1.16%-4.2pp | 718.14%-723.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $3,457 | $2,076+66.5% | $2,800+23.4% | $2,381+45.2% |
| Participant deferral / active EE | $5,130 | $2,821+81.8% | $3,704+38.5% | $3,470+47.9% |
| Admin fee / account holder | $14,454 | $3,839+276.5% | $5,113+182.7% | $4,888+195.7% |