Filed May 10, 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 | $163,317 | $90,503+80.5% | $78,689+107.5% | $273,961-40.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 10.98% | 75.60%-64.6pp | 62.18%-51.2pp | 41.45%-30.5pp |
| Employer contribution / active EE | $2,357 | $3,176-25.8% | $2,851-17.3% | $4,869-51.6% |
| Participant deferral / active EE | $9,897 | $3,901+153.7% | $3,517+181.4% | $5,287+87.2% |
| Admin fee / account holder | $4,810 | $5,263-8.6% | $4,510+6.7% | $10,132-52.5% |