Filed February 20, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $414,173 | $84,233+391.7% | $170,442+143.0% | $70,131+490.6% |
| Participation rate | 96.8% | 70.8%+25.9pp | 83.6%+13.2pp | 69.5%+27.2pp |
| Annual return | 15.84% | 23.06%-7.2pp | 205.93%-190.1pp | 73.14%-57.3pp |
| Employer contribution / active EE | $6,248 | $3,387+84.5% | $5,433+15.0% | $2,342+166.7% |
| Participant deferral / active EE | $5,570 | $3,086+80.5% | $4,939+12.8% | $3,332+67.2% |
| Admin fee / account holder | $14,209 | $5,698+149.4% | $13,880+2.4% | $4,645+205.9% |