Filed November 17, 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 | $236,946 | $82,032+188.8% | $123,104+92.5% | $59,632+297.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | -0.11% | 5.12%-5.2pp | 13.22%-13.3pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $10,314 | $3,297+212.9% | $5,151+100.2% | $2,203+368.3% |
| Participant deferral / active EE | $6,789 | $4,667+45.5% | $6,230+9.0% | $3,192+112.7% |
| Admin fee / account holder | $16,111 | $5,881+174.0% | $9,015+78.7% | $4,297+274.9% |