Filed March 18, 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 | $26,724 | $56,199-52.4% | $67,652-60.5% | $59,632-55.2% |
| Participation rate | 92.3% | 71.5%+20.8pp | 75.7%+16.6pp | 68.7%+23.6pp |
| Annual return | -4.87% | 18505.31%-18510.2pp | 6625.04%-6629.9pp | 2041.28%-2046.2pp |
| Employer contribution / active EE | $861 | $1,614-46.6% | $2,266-62.0% | $2,203-60.9% |
| Participant deferral / active EE | $1,685 | $2,844-40.7% | $3,560-52.7% | $3,192-47.2% |
| Admin fee / account holder | $567 | $3,958-85.7% | $4,821-88.2% | $4,297-86.8% |