Filed December 31, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,464 | $94,529-24.4% | $140,016-49.0% | $64,186+11.3% |
| Participation rate | 85.3% | 84.1%+1.2pp | 87.5%-2.2pp | 69.6%+15.7pp |
| Annual return | -5.19% | 7.77%-13.0pp | 651.12%-656.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $2,693 | $3,812-29.4% | $5,606-52.0% | $2,381+13.1% |
| Participant deferral / active EE | $2,372 | $5,250-54.8% | $6,927-65.8% | $3,470-31.6% |
| Admin fee / account holder | $13,798 | $6,741+104.7% | $10,705+28.9% | $4,888+182.3% |