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 | $99,723 | $148,978-33.1% | $200,582-50.3% | $84,808+17.6% |
| Participation rate | 81.8% | 84.2%-2.4pp | 86.9%-5.1pp | 68.3%+13.5pp |
| Annual return | 23.12% | 28.16%-5.0pp | 42.33%-19.2pp | 40.90%-17.8pp |
| Employer contribution / active EE | $1,967 | $4,815-59.2% | $6,419-69.4% | $2,631-25.2% |
| Participant deferral / active EE | $2,317 | $7,142-67.6% | $9,331-75.2% | $4,212-45.0% |
| Admin fee / account holder | $13,501 | $13,977-3.4% | $16,305-17.2% | $7,344+83.8% |