Filed November 19, 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 | $76,352 | $181,894-58.0% | $156,549-51.2% | $273,961-72.1% |
| Participation rate | 92.3% | 88.4%+3.9pp | 84.0%+8.3pp | 83.0%+9.3pp |
| Annual return | 4.44% | 30.74%-26.3pp | 32.23%-27.8pp | 41.45%-37.0pp |
| Employer contribution / active EE | $1,332 | $6,248-78.7% | $5,501-75.8% | $4,869-72.6% |
| Participant deferral / active EE | $1,986 | $5,550-64.2% | $4,871-59.2% | $5,287-62.4% |
| Admin fee / account holder | $29,812 | $15,559+91.6% | $13,027+128.8% | $10,132+194.2% |