Filed March 23, 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 9-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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $424,269 | $165,335+156.6% | $149,696+183.4% | $158,922+167.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -1.70% | 348.15%-349.8pp | 276.60%-278.3pp | 302.83%-304.5pp |
| Employer contribution / active EE | $6,491 | $5,103+27.2% | $4,644+39.8% | $4,761+36.3% |
| Participant deferral / active EE | $10,694 | $7,181+48.9% | $6,842+56.3% | $5,982+78.8% |
| Admin fee / account holder | $60,367 | $10,807+458.6% | $9,309+548.5% | $11,246+436.8% |