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 | $81,520 | $109,359-25.5% | $162,163-49.7% | $72,985+11.7% |
| Participation rate | 80.0% | 84.3%-4.3pp | 87.6%-7.6pp | 69.5%+10.5pp |
| Annual return | 22.97% | 25.46%-2.5pp | 115.59%-92.6pp | 81.00%-58.0pp |
| Employer contribution / active EE | $1,864 | $3,907-52.3% | $5,614-66.8% | $2,440-23.6% |
| Participant deferral / active EE | $1,992 | $5,481-63.7% | $7,298-72.7% | $3,607-44.8% |
| Admin fee / account holder | $8,115 | $7,972+1.8% | $10,843-25.2% | $5,124+58.4% |