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 | $171,316 | $115,770+48.0% | $101,248+69.2% | $158,922+7.8% |
| Participation rate | 91.7% | 79.4%+12.3pp | 75.8%+15.9pp | 82.0%+9.7pp |
| Annual return | -3.35% | 56.14%-59.5pp | 46.47%-49.8pp | 302.83%-306.2pp |
| Employer contribution / active EE | $2,809 | $4,175-32.7% | $3,660-23.2% | $4,761-41.0% |
| Participant deferral / active EE | $8,084 | $4,957+63.1% | $4,370+85.0% | $5,982+35.1% |
| Admin fee / account holder | $15,547 | $7,245+114.6% | $5,945+161.5% | $11,246+38.2% |