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 | $238,539 | $96,635+146.8% | $86,612+175.4% | $139,434+71.1% |
| Participation rate | 86.7% | 74.4%+12.3pp | 71.7%+15.0pp | 80.3%+6.3pp |
| Annual return | 19.65% | 106.41%-86.8pp | 591.07%-571.4pp | 372.94%-353.3pp |
| Employer contribution / active EE | $7,028 | $3,263+115.4% | $3,022+132.5% | $4,751+47.9% |
| Participant deferral / active EE | $12,649 | $4,836+161.6% | $4,438+185.0% | $6,710+88.5% |
| Admin fee / account holder | $18,711 | $6,408+192.0% | $5,614+233.3% | $11,403+64.1% |