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 | $1,104,240 | $183,963+500.3% | $162,163+580.9% | $152,861+622.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 21.54% | 150.76%-129.2pp | 115.59%-94.0pp | 345.32%-323.8pp |
| Employer contribution / active EE | $1,645 | $6,371-74.2% | $5,614-70.7% | $4,762-65.5% |
| Participant deferral / active EE | $10,455 | $8,034+30.1% | $7,298+43.3% | $5,850+78.7% |
| Admin fee / account holder | $20,749 | $13,121+58.1% | $10,843+91.4% | $11,596+78.9% |