Filed December 3, 1993 (most recent of 2 filings on file)
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 | $71,113 | $48,795+45.7% | $65,493+8.6% | $84,808-16.1% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 14.07% | 20.20%-6.1pp | 982.45%-968.4pp | 40.90%-26.8pp |
| Employer contribution / active EE | $4,970 | $1,930+157.6% | $2,574+93.1% | $2,631+88.9% |
| Participant deferral / active EE | $2,269 | $2,928-22.5% | $3,961-42.7% | $4,212-46.1% |
| Admin fee / account holder | $13,443 | $3,877+246.7% | $5,028+167.3% | $7,344+83.1% |