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 | $86,364 | $109,327-21.0% | $89,391-3.4% | $158,922-45.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 28.43% | 345.68%-317.2pp | 245.62%-217.2pp | 302.83%-274.4pp |
| Employer contribution / active EE | $4,508 | $3,170+42.2% | $2,586+74.4% | $4,761-5.3% |
| Participant deferral / active EE | $3,893 | $4,598-15.3% | $3,890+0.1% | $5,982-34.9% |
| Admin fee / account holder | $1,038 | $6,153-83.1% | $4,881-78.7% | $11,246-90.8% |