Filed September 8, 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 | $133,404 | $148,978-10.5% | $200,582-33.5% | $84,808+57.3% |
| Participation rate | 86.0% | 84.2%+1.8pp | 86.9%-0.9pp | 68.3%+17.7pp |
| Annual return | 15.87% | 28.16%-12.3pp | 42.33%-26.5pp | 40.90%-25.0pp |
| Employer contribution / active EE | $3,303 | $4,815-31.4% | $6,419-48.5% | $2,631+25.5% |
| Participant deferral / active EE | $6,715 | $7,142-6.0% | $9,331-28.0% | $4,212+59.4% |
| Admin fee / account holder | $7,462 | $13,977-46.6% | $16,305-54.2% | $7,344+1.6% |