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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,737 | $71,516+235.2% | $98,439+143.5% | $71,457+235.5% |
| Participation rate | 99.2% | 72.7%+26.5pp | 75.2%+24.1pp | 67.9%+31.3pp |
| Annual return | 21.77% | 32.41%-10.6pp | 21.16%+0.6pp | 28.85%-7.1pp |
| Employer contribution / active EE | $5,851 | $2,399+143.9% | $3,048+91.9% | $2,588+126.1% |
| Participant deferral / active EE | $6,566 | $4,109+59.8% | $4,738+38.6% | $4,289+53.1% |
| Admin fee / account holder | $646 | $1,675-61.5% | $8,948-92.8% | $1,587-59.3% |