Filed May 22, 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 | $266,101 | $175,202+51.9% | $149,673+77.8% | $139,434+90.8% |
| Participation rate | 88.2% | 83.4%+4.9pp | 78.8%+9.5pp | 80.3%+7.9pp |
| Annual return | 17.02% | 166.71%-149.7pp | 134.42%-117.4pp | 372.94%-355.9pp |
| Employer contribution / active EE | $3,013 | $5,474-45.0% | $4,818-37.5% | $4,751-36.6% |
| Participant deferral / active EE | $5,059 | $6,519-22.4% | $5,680-10.9% | $6,710-24.6% |
| Admin fee / account holder | $14,070 | $16,150-12.9% | $13,210+6.5% | $11,403+23.4% |