Filed July 1, 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 | $86,810 | $48,076+80.6% | $78,689+10.3% | $62,891+38.0% |
| Participation rate | 96.0% | 65.2%+30.8pp | 73.6%+22.4pp | 69.3%+26.7pp |
| Annual return | 3.44% | 31.35%-27.9pp | 62.18%-58.7pp | 20.14%-16.7pp |
| Employer contribution / active EE | $9,269 | $2,015+360.1% | $2,851+225.1% | $2,281+306.4% |
| Participant deferral / active EE | $2,963 | $2,588+14.5% | $3,517-15.7% | $3,203-7.5% |
| Admin fee / account holder | $588 | $3,207-81.7% | $4,510-87.0% | $4,296-86.3% |