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 | $31,921 | $91,552-65.1% | $133,956-76.2% | $79,858-60.0% |
| Participation rate | 75.8% | 73.3%+2.5pp | 79.8%-4.0pp | 69.6%+6.2pp |
| Annual return | 15.01% | 61.85%-46.8pp | 45.09%-30.1pp | 31.71%-16.7pp |
| Employer contribution / active EE | $305 | $2,384-87.2% | $3,919-92.2% | $2,471-87.7% |
| Participant deferral / active EE | $1,473 | $3,733-60.5% | $5,048-70.8% | $3,740-60.6% |
| Admin fee / account holder | $1,132 | $6,321-82.1% | $8,927-87.3% | $5,306-78.7% |