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 | $69,409 | $54,350+27.7% | $82,719-16.1% | $68,494+1.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -16.48% | -13.67%-2.8pp | 701.18%-717.7pp | -7.84%-8.6pp |
| Employer contribution / active EE | $3,817 | $2,218+72.1% | $3,009+26.8% | $2,596+47.0% |
| Participant deferral / active EE | $6,629 | $3,246+104.2% | $4,395+50.8% | $4,027+64.6% |
| Admin fee / account holder | $12,858 | $4,395+192.5% | $5,329+141.3% | $5,403+138.0% |