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.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,731 | $81,460+121.9% | $103,333+74.9% | $80,856+123.5% |
| Participation rate | 98.8% | 66.8%+31.9pp | 74.5%+24.2pp | 67.6%+31.1pp |
| Annual return | 0.98% | 25.55%-24.6pp | 24.88%-23.9pp | 35.59%-34.6pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,139 | $3,869+58.7% | $5,057+21.4% | $4,296+42.9% |
| Admin fee / account holder | $22,771 | $6,566+246.8% | $8,355+172.6% | $6,918+229.2% |