Filed February 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 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,058 | $100,041-63.0% | $149,718-75.2% | $70,131-47.2% |
| Participation rate | 90.3% | 83.6%+6.7pp | 87.1%+3.3pp | 69.5%+20.8pp |
| Annual return | 11.51% | 27.43%-15.9pp | 1501.63%-1490.1pp | 73.14%-61.6pp |
| Employer contribution / active EE | $825 | $3,662-77.5% | $5,445-84.9% | $2,342-64.8% |
| Participant deferral / active EE | $2,556 | $4,983-48.7% | $6,569-61.1% | $3,332-23.3% |
| Admin fee / account holder | $1,625 | $8,286-80.4% | $11,283-85.6% | $4,645-65.0% |