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 | $101,176 | $50,958+98.5% | $74,550+35.7% | $64,186+57.6% |
| Participation rate | 81.8% | 61.1%+20.8pp | 69.1%+12.7pp | 69.6%+12.2pp |
| Annual return | -4.33% | -1.86%-2.5pp | 32.53%-36.9pp | 7.63%-12.0pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,352 | $2,301+89.1% | $3,108+40.0% | $3,470+25.4% |
| Admin fee / account holder | $11,786 | $4,223+179.1% | $5,060+133.0% | $4,888+141.1% |