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 | $88,997 | $123,793-28.1% | $177,821-50.0% | $79,858+11.4% |
| Participation rate | 88.9% | 84.7%+4.2pp | 87.7%+1.2pp | 69.6%+19.3pp |
| Annual return | 16.81% | 22.82%-6.0pp | 48.32%-31.5pp | 31.71%-14.9pp |
| Employer contribution / active EE | $2,356 | $4,095-42.5% | $5,918-60.2% | $2,471-4.7% |
| Participant deferral / active EE | $2,522 | $5,956-57.7% | $7,714-67.3% | $3,740-32.6% |
| Admin fee / account holder | $1,586 | $7,243-78.1% | $12,427-87.2% | $5,306-70.1% |