Filed October 8, 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 | $120,944 | $53,777+124.9% | $134,143-9.8% | $79,858+51.4% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 9.10% | 19.01%-9.9pp | 36.33%-27.2pp | 31.71%-22.6pp |
| Employer contribution / active EE | $4,394 | $1,321+232.6% | $3,704+18.6% | $2,471+77.8% |
| Participant deferral / active EE | $7,093 | $2,420+193.1% | $3,499+102.7% | $3,740+89.7% |
| Admin fee / account holder | $10,274 | $3,984+157.9% | $6,684+53.7% | $5,306+93.6% |