Filed November 10, 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 7-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 | $45,920 | $83,908-45.3% | $68,509-33.0% | $125,391-63.4% |
| Participation rate | 84.2% | 78.2%+6.0pp | 74.7%+9.5pp | 83.2%+1.0pp |
| Annual return | 0.96% | 14.48%-13.5pp | 8.27%-7.3pp | 282.22%-281.3pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $2,278-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,810 | $4,125-56.1% | $3,382-46.5% | $5,352-66.2% |
| Admin fee / account holder | $7,480 | $8,982-16.7% | $5,275+41.8% | $9,540-21.6% |