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 | $113,226 | $54,541+107.6% | $78,778+43.7% | $70,131+61.4% |
| Participation rate | 86.0% | 60.8%+25.2pp | 69.2%+16.9pp | 69.5%+16.5pp |
| Annual return | 13.24% | 21.07%-7.8pp | 35.62%-22.4pp | 73.14%-59.9pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,723 | $2,210+113.7% | $2,958+59.7% | $3,332+41.8% |
| Admin fee / account holder | $9,383 | $3,709+153.0% | $5,134+82.8% | $4,645+102.0% |