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 | $41,805 | $99,032-57.8% | $80,019-47.8% | $135,375-69.1% |
| Participation rate | 94.7% | 78.4%+16.4pp | 75.8%+18.9pp | 82.6%+12.1pp |
| Annual return | -6.39% | 15.39%-21.8pp | 11.22%-17.6pp | 519.73%-526.1pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,294 | $4,282-46.4% | $3,686-37.7% | $5,609-59.1% |
| Admin fee / account holder | $450 | $10,436-95.7% | $6,521-93.1% | $10,827-95.8% |