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 | $395,760 | $125,758+214.7% | $169,993+132.8% | $75,163+426.5% |
| Participation rate | 95.2% | 83.6%+11.6pp | 87.0%+8.2pp | 67.2%+28.0pp |
| Annual return | 14.35% | 27.20%-12.8pp | 53.37%-39.0pp | 160.62%-146.3pp |
| Employer contribution / active EE | $13,803 | $4,615+199.1% | $6,785+103.4% | $2,670+417.0% |
| Participant deferral / active EE | $11,383 | $6,837+66.5% | $10,408+9.4% | $4,125+175.9% |
| Admin fee / account holder | $37,911 | $8,173+363.8% | $12,815+195.8% | $5,651+570.9% |