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.
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,893 | $86,929-41.5% | $102,423-50.3% | $80,856-37.1% |
| Participation rate | 86.7% | 72.4%+14.3pp | 76.5%+10.2pp | 67.6%+19.0pp |
| Annual return | 7.51% | 18.88%-11.4pp | 29.32%-21.8pp | 35.59%-28.1pp |
| Employer contribution / active EE | $2,151 | $2,369-9.2% | $3,023-28.8% | $2,755-21.9% |
| Participant deferral / active EE | $1,636 | $4,118-60.3% | $5,053-67.6% | $4,296-61.9% |
| Admin fee / account holder | $1,854 | $8,049-77.0% | $9,451-80.4% | $6,918-73.2% |