Filed August 2, 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 | $183,848 | $107,334+71.3% | $92,893+97.9% | $152,861+20.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 5.68% | 145.58%-139.9pp | 109.41%-103.7pp | 345.32%-339.6pp |
| Employer contribution / active EE | $17,625 | $4,221+317.5% | $3,653+382.5% | $4,762+270.1% |
| Participant deferral / active EE | $5,501 | $4,845+13.5% | $4,236+29.8% | $5,850-6.0% |
| Admin fee / account holder | $419 | $7,079-94.1% | $5,794-92.8% | $11,596-96.4% |