Filed January 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 | $26,823 | $35,183-23.8% | $73,545-63.5% | $70,131-61.8% |
| Participation rate | 77.8% | 42.9%+34.8pp | 54.9%+22.8pp | 69.5%+8.2pp |
| Annual return | 16.08% | 26.90%-10.8pp | -15.16%+31.2pp | 73.14%-57.1pp |
| Employer contribution / active EE | $1,478 | $709+108.5% | $1,219+21.2% | $2,342-36.9% |
| Participant deferral / active EE | $1,914 | $1,220+56.9% | $1,806+6.0% | $3,332-42.6% |
| Admin fee / account holder | $1,367 | $2,302-40.6% | $2,320-41.1% | $4,645-70.6% |