Filed February 12, 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 | $32,049 | $86,286-62.9% | $111,297-71.2% | $85,850-62.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 8.34% | 19.99%-11.6pp | 54.65%-46.3pp | 318.53%-310.2pp |
| Employer contribution / active EE | $2,479 | $2,043+21.3% | $2,731-9.2% | $2,565-3.4% |
| Participant deferral / active EE | $1,724 | $3,641-52.7% | $4,487-61.6% | $3,952-56.4% |
| Admin fee / account holder | $1,218 | $8,188-85.1% | $7,964-84.7% | $6,260-80.5% |