Filed December 22, 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 | $118,581 | $91,552+29.5% | $133,956-11.5% | $79,858+48.5% |
| Participation rate | 78.6% | 73.3%+5.2pp | 79.8%-1.3pp | 69.6%+8.9pp |
| Annual return | 8.48% | 61.85%-53.4pp | 45.09%-36.6pp | 31.71%-23.2pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,460 | $3,733-60.9% | $5,048-71.1% | $3,740-61.0% |
| Admin fee / account holder | $2,562 | $6,321-59.5% | $8,927-71.3% | $5,306-51.7% |