Filed December 28, 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 | $111,906 | $53,162+110.5% | $91,220+22.7% | $68,494+63.4% |
| Participation rate | 71.2% | 63.2%+8.0pp | 73.2%-2.0pp | 67.9%+3.3pp |
| Annual return | 4.58% | -3.14%+7.7pp | 114.01%-109.4pp | -7.84%+12.4pp |
| Employer contribution / active EE | $2,418 | $1,709+41.4% | $2,850-15.2% | $2,596-6.9% |
| Participant deferral / active EE | $5,566 | $2,974+87.2% | $4,234+31.5% | $4,027+38.2% |
| Admin fee / account holder | $23,443 | $4,493+421.7% | $5,420+332.6% | $5,403+333.9% |