Filed May 6, 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 | $157,379 | $162,781-3.3% | $133,956+17.5% | $158,922-1.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 4.91% | 41.94%-37.0pp | 45.09%-40.2pp | 302.83%-297.9pp |
| Employer contribution / active EE | $3,000 | $4,975-39.7% | $3,919-23.4% | $4,761-37.0% |
| Participant deferral / active EE | $11,146 | $5,911+88.6% | $5,048+120.8% | $5,982+86.3% |
| Admin fee / account holder | $31,218 | $11,736+166.0% | $8,927+249.7% | $11,246+177.6% |