Filed July 29, 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 | $86,470 | $76,552+13.0% | $123,892-30.2% | $62,891+37.5% |
| Participation rate | 81.5% | 73.0%+8.5pp | 81.4%+0.1pp | 69.3%+12.2pp |
| Annual return | 12.31% | 18.68%-6.4pp | 47.52%-35.2pp | 20.14%-7.8pp |
| Employer contribution / active EE | $1,578 | $2,883-45.3% | $4,617-65.8% | $2,281-30.8% |
| Participant deferral / active EE | $6,431 | $4,840+32.9% | $5,984+7.5% | $3,203+100.8% |
| Admin fee / account holder | $10,842 | $4,826+124.7% | $8,357+29.7% | $4,296+152.4% |