Filed April 6, 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 | $64,065 | $37,426+71.2% | $77,482-17.3% | $79,858-19.8% |
| Participation rate | 92.3% | 41.5%+50.8pp | 54.2%+38.1pp | 69.6%+22.7pp |
| Annual return | 8.74% | 39.70%-31.0pp | 54.79%-46.0pp | 31.71%-23.0pp |
| Employer contribution / active EE | $454 | $637-28.7% | $986-54.0% | $2,471-81.6% |
| Participant deferral / active EE | $1,499 | $1,260+18.9% | $1,861-19.5% | $3,740-59.9% |
| Admin fee / account holder | $1,329 | $2,504-46.9% | $2,858-53.5% | $5,306-75.0% |