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 | $26,273 | $34,308-23.4% | $74,701-64.8% | $72,985-64.0% |
| Participation rate | 100.0% | 42.4%+57.6pp | 54.5%+45.5pp | 69.5%+30.5pp |
| Annual return | 19.10% | 26.58%-7.5pp | 752.92%-733.8pp | 81.00%-61.9pp |
| Employer contribution / active EE | $1,559 | $692+125.3% | $1,084+43.8% | $2,440-36.1% |
| Participant deferral / active EE | $1,711 | $1,271+34.5% | $1,964-12.9% | $3,607-52.6% |
| Admin fee / account holder | $2,582 | $2,124+21.6% | $3,333-22.5% | $5,124-49.6% |