Filed August 24, 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 5-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 | $54,481 | $57,828-5.8% | $117,039-53.5% | $70,131-22.3% |
| Participation rate | 96.1% | 67.1%+29.0pp | 77.2%+18.9pp | 69.5%+26.5pp |
| Annual return | 13.79% | 17.55%-3.8pp | 18.95%-5.2pp | 73.14%-59.3pp |
| Employer contribution / active EE | $7,147 | $1,816+293.5% | $3,785+88.8% | $2,342+205.1% |
| Participant deferral / active EE | $3,316 | $2,438+36.0% | $3,929-15.6% | $3,332-0.5% |
| Admin fee / account holder | $463 | $3,548-86.9% | $5,974-92.2% | $4,645-90.0% |