Filed July 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 | $81,105 | $71,516+13.4% | $98,439-17.6% | $71,457+13.5% |
| Participation rate | 72.5% | 72.7%-0.2pp | 75.2%-2.6pp | 67.9%+4.6pp |
| Annual return | 15.45% | 32.41%-17.0pp | 21.16%-5.7pp | 28.85%-13.4pp |
| Employer contribution / active EE | $0 | $2,399-100.0% | $3,048-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $3,653 | $4,109-11.1% | $4,738-22.9% | $4,289-14.8% |
| Admin fee / account holder | $6,173 | $1,675+268.6% | $8,948-31.0% | $1,587+288.9% |