Filed June 14, 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 | $116,071 | $77,634+49.5% | $156,549-25.9% | $62,891+84.6% |
| Participation rate | 88.2% | 71.2%+17.0pp | 84.0%+4.1pp | 69.3%+18.9pp |
| Annual return | 9.15% | 50.32%-41.2pp | 32.23%-23.1pp | 20.14%-11.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,213 | $3,045+104.0% | $4,871+27.5% | $3,203+94.0% |
| Admin fee / account holder | $868 | $5,561-84.4% | $13,027-93.3% | $4,296-79.8% |