Filed June 2, 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 | $127,409 | $201,272-36.7% | $184,203-30.8% | $145,922-12.7% |
| Participation rate | 90.9% | 87.5%+3.4pp | 86.8%+4.1pp | 80.3%+10.6pp |
| Annual return | 15.36% | 29.00%-13.6pp | 28.81%-13.5pp | 561.29%-545.9pp |
| Employer contribution / active EE | $3,238 | $7,022-53.9% | $6,427-49.6% | $4,660-30.5% |
| Participant deferral / active EE | $4,332 | $9,806-55.8% | $9,131-52.6% | $6,688-35.2% |
| Admin fee / account holder | $6,699 | $16,364-59.1% | $13,901-51.8% | $13,397-50.0% |