Filed March 24, 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.
Employer 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 | $33,249 | $72,404-54.1% | $110,238-69.8% | $64,186-48.2% |
| Participation rate | 72.2% | 73.3%-1.2pp | 79.8%-7.7pp | 69.6%+2.6pp |
| Annual return | -6.02% | -6.29%+0.3pp | 314.74%-320.8pp | 7.63%-13.6pp |
| Employer contribution / active EE | $309 | $2,282-86.5% | $3,826-91.9% | $2,381-87.0% |
| Participant deferral / active EE | $1,717 | $3,469-50.5% | $4,672-63.2% | $3,470-50.5% |
| Admin fee / account holder | $5,714 | $5,664+0.9% | $8,547-33.1% | $4,888+16.9% |