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 | $865,985 | $197,591+338.3% | $177,821+387.0% | $158,922+444.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 12.33% | 58.76%-46.4pp | 48.32%-36.0pp | 302.83%-290.5pp |
| Employer contribution / active EE | $3,825 | $6,697-42.9% | $5,918-35.4% | $4,761-19.7% |
| Participant deferral / active EE | $4,765 | $8,405-43.3% | $7,714-38.2% | $5,982-20.3% |
| Admin fee / account holder | $387,262 | $15,399+2414.8% | $12,427+3016.2% | $11,246+3343.6% |