Filed December 2, 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 | $73,942 | $102,966-28.2% | $90,281-18.1% | $152,861-51.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 24.18% | 95.16%-71.0pp | 78.10%-53.9pp | 345.32%-321.1pp |
| Employer contribution / active EE | $8,544 | $3,139+172.2% | $2,854+199.3% | $4,762+79.4% |
| Participant deferral / active EE | $3,312 | $4,281-22.6% | $3,885-14.8% | $5,850-43.4% |
| Admin fee / account holder | $3,221 | $6,171-47.8% | $5,351-39.8% | $11,596-72.2% |