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 | $56,400 | $86,286-34.6% | $111,297-49.3% | $85,850-34.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 10.25% | 19.99%-9.7pp | 54.65%-44.4pp | 318.53%-308.3pp |
| Employer contribution / active EE | $2,950 | $2,043+44.4% | $2,731+8.0% | $2,565+15.0% |
| Participant deferral / active EE | $3,519 | $3,641-3.3% | $4,487-21.6% | $3,952-10.9% |
| Admin fee / account holder | $3,098 | $8,188-62.2% | $7,964-61.1% | $6,260-50.5% |