Filed December 1, 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 6-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 | $110,796 | $96,635+14.7% | $86,612+27.9% | $139,434-20.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 11.35% | 106.41%-95.1pp | 591.07%-579.7pp | 372.94%-361.6pp |
| Employer contribution / active EE | $8,864 | $3,263+171.7% | $3,022+193.3% | $4,751+86.6% |
| Participant deferral / active EE | $7,718 | $4,836+59.6% | $4,438+73.9% | $6,710+15.0% |
| Admin fee / account holder | $10,114 | $6,408+57.8% | $5,614+80.1% | $11,403-11.3% |