Filed November 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 | $59,924 | $87,841-31.8% | $133,980-55.3% | $62,891-4.7% |
| Participation rate | 96.6% | 83.4%+13.2pp | 87.1%+9.5pp | 69.3%+27.2pp |
| Annual return | 22.25% | 12.05%+10.2pp | 29.30%-7.0pp | 20.14%+2.1pp |
| Employer contribution / active EE | $2,748 | $3,483-21.1% | $5,211-47.3% | $2,281+20.5% |
| Participant deferral / active EE | $3,709 | $4,812-22.9% | $6,282-41.0% | $3,203+15.8% |
| Admin fee / account holder | $3,247 | $5,371-39.5% | $9,324-65.2% | $4,296-24.4% |