Filed May 5, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,951 | $48,364+108.7% | $71,796+40.6% | $62,891+60.5% |
| Participation rate | 93.0% | 60.6%+32.4pp | 69.1%+23.9pp | 69.3%+23.7pp |
| Annual return | 5.57% | 13.16%-7.6pp | 78.04%-72.5pp | 20.14%-14.6pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,692 | $2,091+172.2% | $2,794+103.7% | $3,203+77.7% |
| Admin fee / account holder | $14,102 | $3,771+273.9% | $4,815+192.9% | $4,296+228.3% |