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 | $47,470 | $78,422-39.5% | $95,952-50.5% | $79,858-40.6% |
| Participation rate | 87.2% | 73.5%+13.7pp | 77.1%+10.1pp | 69.6%+17.5pp |
| Annual return | 9.94% | 19.37%-9.4pp | 91.61%-81.7pp | 31.71%-21.8pp |
| Employer contribution / active EE | $2,183 | $1,945+12.2% | $2,541-14.1% | $2,471-11.7% |
| Participant deferral / active EE | $2,617 | $3,440-23.9% | $4,167-37.2% | $3,740-30.0% |
| Admin fee / account holder | $10,855 | $5,622+93.1% | $6,795+59.7% | $5,306+104.6% |