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 | $165,228 | $214,378-22.9% | $200,582-17.6% | $142,382+16.0% |
| Participation rate | 82.6% | 87.4%-4.8pp | 86.9%-4.3pp | 80.1%+2.5pp |
| Annual return | 14.55% | 46.41%-31.9pp | 42.33%-27.8pp | 217.08%-202.5pp |
| Employer contribution / active EE | $3,062 | $6,841-55.2% | $6,419-52.3% | $4,299-28.8% |
| Participant deferral / active EE | $4,226 | $9,865-57.2% | $9,331-54.7% | $6,507-35.1% |
| Admin fee / account holder | $704 | $17,692-96.0% | $16,305-95.7% | $12,624-94.4% |