Filed December 15, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,095,217 | $140,588+679.0% | $123,104+789.7% | $125,391+773.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -3.19% | 16.80%-20.0pp | 13.22%-16.4pp | 282.22%-285.4pp |
| Employer contribution / active EE | $2,235 | $6,041-63.0% | $5,151-56.6% | $4,866-54.1% |
| Participant deferral / active EE | $11,630 | $6,980+66.6% | $6,230+86.7% | $5,352+117.3% |
| Admin fee / account holder | $10,478 | $11,198-6.4% | $9,015+16.2% | $9,540+9.8% |