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 | $116,214 | $93,024+24.9% | $77,024+50.9% | $134,475-13.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | 5.56% | 62.60%-57.0pp | 42.32%-36.8pp | 417.96%-412.4pp |
| Employer contribution / active EE | $9,396 | $3,418+174.9% | $2,812+234.1% | $4,740+98.2% |
| Participant deferral / active EE | $6,513 | $5,238+24.3% | $4,426+47.1% | $6,400+1.8% |
| Admin fee / account holder | $1,764 | $6,944-74.6% | $5,425-67.5% | $11,426-84.6% |