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 | $69,408 | $54,762+26.7% | $90,281-23.1% | $72,985-4.9% |
| Participation rate | 98.9% | 65.1%+33.7pp | 73.3%+25.6pp | 69.5%+29.4pp |
| Annual return | 21.87% | 30.63%-8.8pp | 78.10%-56.2pp | 81.00%-59.1pp |
| Employer contribution / active EE | $3,806 | $2,092+81.9% | $2,854+33.4% | $2,440+56.0% |
| Participant deferral / active EE | $5,545 | $2,887+92.1% | $3,885+42.7% | $3,607+53.7% |
| Admin fee / account holder | $7,440 | $3,972+87.3% | $5,351+39.0% | $5,124+45.2% |