Filed May 6, 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 | $143,173 | $214,378-33.2% | $200,582-28.6% | $142,382+0.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.28% | 46.41%-31.1pp | 42.33%-27.1pp | 217.08%-201.8pp |
| Employer contribution / active EE | $6,791 | $6,841-0.7% | $6,419+5.8% | $4,299+58.0% |
| Participant deferral / active EE | $3,677 | $9,865-62.7% | $9,331-60.6% | $6,507-43.5% |
| Admin fee / account holder | $1,792 | $17,692-89.9% | $16,305-89.0% | $12,624-85.8% |