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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,090 | $121,098-80.1% | $125,175-80.8% | - |
| Participation rate | 75.8% | 74.4%+1.4pp | 79.8%-4.0pp | - |
| Annual return | 17.31% | 15.50%+1.8pp | 43.79%-26.5pp | - |
| Employer contribution / active EE | $246 | $1,930-87.3% | $3,865-93.6% | - |
| Participant deferral / active EE | $1,374 | $3,481-60.5% | $4,937-72.2% | - |
| Admin fee / account holder | $7,683 | $16,883-54.5% | $9,702-20.8% | - |