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 | $246,324 | $100,041+146.2% | $149,718+64.5% | $70,131+251.2% |
| Participation rate | 96.4% | 83.6%+12.8pp | 87.1%+9.4pp | 69.5%+26.9pp |
| Annual return | 15.16% | 27.43%-12.3pp | 1501.63%-1486.5pp | 73.14%-58.0pp |
| Employer contribution / active EE | $10,303 | $3,662+181.4% | $5,445+89.2% | $2,342+339.8% |
| Participant deferral / active EE | $6,167 | $4,983+23.8% | $6,569-6.1% | $3,332+85.1% |
| Admin fee / account holder | $40,117 | $8,286+384.1% | $11,283+255.6% | $4,645+763.6% |