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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $322,868 | $110,094+193.3% | $151,611+113.0% | $68,494+371.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -14.37% | -10.12%-4.3pp | 3.33%-17.7pp | -7.84%-6.5pp |
| Employer contribution / active EE | $14,369 | $4,471+221.4% | $6,166+133.0% | $2,596+453.4% |
| Participant deferral / active EE | $10,738 | $6,527+64.5% | $8,363+28.4% | $4,027+166.6% |
| Admin fee / account holder | $20,329 | $7,719+163.4% | $11,616+75.0% | $5,403+276.3% |