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 | $81,136 | $60,124+34.9% | $90,404-10.3% | $79,858+1.6% |
| Participation rate | 98.8% | 65.0%+33.8pp | 72.7%+26.1pp | 69.6%+29.1pp |
| Annual return | 13.69% | 71.94%-58.3pp | 1293.02%-1279.3pp | 31.71%-18.0pp |
| Employer contribution / active EE | $2,831 | $2,068+36.9% | $3,262-13.2% | $2,471+14.6% |
| Participant deferral / active EE | $5,557 | $2,938+89.1% | $3,963+40.2% | $3,740+48.6% |
| Admin fee / account holder | $8,986 | $3,976+126.0% | $5,611+60.1% | $5,306+69.3% |