Filed February 25, 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 | $67,019 | $95,193-29.6% | $76,523-12.4% | $135,375-50.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | 21.16% | 4.85%+16.3pp | -0.27%+21.4pp | 519.73%-498.6pp |
| Employer contribution / active EE | $4,998 | $3,302+51.3% | $2,647+88.8% | $4,779+4.6% |
| Participant deferral / active EE | $3,863 | $4,639-16.7% | $3,835+0.7% | $5,609-31.1% |
| Admin fee / account holder | $342 | $6,249-94.5% | $4,848-92.9% | $10,827-96.8% |