Filed June 3, 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 | $123,560 | $74,089+66.8% | $133,980-7.8% | $55,167+124.0% |
| Participation rate | 99.1% | 84.3%+14.8pp | 87.1%+12.0pp | 69.0%+30.1pp |
| Annual return | 8.61% | 12.11%-3.5pp | 29.30%-20.7pp | 169.23%-160.6pp |
| Employer contribution / active EE | $2,147 | $3,064-29.9% | $5,211-58.8% | $1,963+9.4% |
| Participant deferral / active EE | $3,688 | $4,678-21.2% | $6,282-41.3% | $3,054+20.8% |
| Admin fee / account holder | $2,401 | $458+424.0% | $9,324-74.3% | $504+376.5% |