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 | $40,984 | $76,738-46.6% | $56,411-27.3% | $145,922-71.9% |
| Participation rate | 95.7% | 63.2%+32.4pp | 52.5%+43.2pp | 80.3%+15.4pp |
| Annual return | 9.21% | 2994.23%-2985.0pp | 1701.33%-1692.1pp | 561.29%-552.1pp |
| Employer contribution / active EE | $1,204 | $1,380-12.7% | $1,039+15.9% | $4,660-74.2% |
| Participant deferral / active EE | $3,358 | $2,623+28.0% | $1,952+72.0% | $6,688-49.8% |
| Admin fee / account holder | $2,053 | $3,334-38.4% | $2,829-27.4% | $13,397-84.7% |