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 | $51,669 | $116,175-55.5% | $93,606-44.8% | $152,861-66.2% |
| Participation rate | 95.2% | 78.0%+17.2pp | 75.8%+19.4pp | 82.4%+12.8pp |
| Annual return | 30.79% | 35.96%-5.2pp | 32.76%-2.0pp | 345.32%-314.5pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,718-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,344 | $4,603-49.1% | $4,069-42.4% | $5,850-59.9% |
| Admin fee / account holder | $462 | $10,748-95.7% | $7,888-94.1% | $11,596-96.0% |