Filed March 17, 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 | $171,499 | $123,793+38.5% | $177,821-3.6% | $79,858+114.8% |
| Participation rate | 96.0% | 84.7%+11.3pp | 87.7%+8.3pp | 69.6%+26.4pp |
| Annual return | 12.38% | 22.82%-10.4pp | 48.32%-35.9pp | 31.71%-19.3pp |
| Employer contribution / active EE | $4,430 | $4,095+8.2% | $5,918-25.1% | $2,471+79.3% |
| Participant deferral / active EE | $4,809 | $5,956-19.3% | $7,714-37.7% | $3,740+28.6% |
| Admin fee / account holder | $586 | $7,243-91.9% | $12,427-95.3% | $5,306-89.0% |