Filed April 2, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,647 | $37,426+318.5% | $77,482+102.2% | $79,858+96.2% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.6%+30.4pp |
| Annual return | 8.75% | 39.70%-30.9pp | 54.79%-46.0pp | 31.71%-23.0pp |
| Employer contribution / active EE | $4,402 | $637+591.5% | $986+346.3% | $2,471+78.2% |
| Participant deferral / active EE | $6,733 | $1,260+434.4% | $1,861+261.8% | $3,740+80.0% |
| Admin fee / account holder | $13,749 | $2,504+449.1% | $2,858+381.1% | $5,306+159.1% |