Filed January 5, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,173 | $57,354+153.1% | $83,848+73.1% | $64,186+126.2% |
| Participation rate | 98.3% | 68.6%+29.7pp | 76.1%+22.2pp | 69.6%+28.8pp |
| Annual return | -9.25% | 11.38%-20.6pp | 850.88%-860.1pp | 7.63%-16.9pp |
| Employer contribution / active EE | $7,678 | $2,545+201.6% | $3,631+111.5% | $2,381+222.5% |
| Participant deferral / active EE | $4,200 | $2,993+40.3% | $4,082+2.9% | $3,470+21.0% |
| Admin fee / account holder | $6,542 | $4,046+61.7% | $5,478+19.4% | $4,888+33.8% |