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 | $84,037 | $110,094-23.7% | $151,611-44.6% | $68,494+22.7% |
| Participation rate | 90.6% | 84.0%+6.7pp | 87.5%+3.1pp | 67.9%+22.7pp |
| Annual return | -17.11% | -10.12%-7.0pp | 3.33%-20.4pp | -7.84%-9.3pp |
| Employer contribution / active EE | $2,793 | $4,471-37.5% | $6,166-54.7% | $2,596+7.6% |
| Participant deferral / active EE | $2,918 | $6,527-55.3% | $8,363-65.1% | $4,027-27.5% |
| Admin fee / account holder | $2,093 | $7,719-72.9% | $11,616-82.0% | $5,403-61.3% |