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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,935 | $99,985-71.1% | $146,665-80.3% | $85,850-66.3% |
| Participation rate | 79.4% | 73.1%+6.3pp | 80.1%-0.7pp | 69.3%+10.1pp |
| Annual return | 11.70% | 18.93%-7.2pp | 22.74%-11.0pp | 318.53%-306.8pp |
| Employer contribution / active EE | $313 | $2,559-87.8% | $4,136-92.4% | $2,565-87.8% |
| Participant deferral / active EE | $1,643 | $4,006-59.0% | $5,506-70.2% | $3,952-58.4% |
| Admin fee / account holder | $2,087 | $7,702-72.9% | $10,280-79.7% | $6,260-66.7% |