Filed December 30, 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 | $80,922 | $85,202-5.0% | $172,739-53.2% | $72,985+10.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 5.23% | 27.32%-22.1pp | 802.84%-797.6pp | 81.00%-75.8pp |
| Employer contribution / active EE | $2,696 | $3,324-18.9% | $5,143-47.6% | $2,440+10.5% |
| Participant deferral / active EE | $1,471 | $3,260-54.9% | $5,198-71.7% | $3,607-59.2% |
| Admin fee / account holder | $373 | $5,884-93.7% | $13,954-97.3% | $5,124-92.7% |