Filed December 31, 1993 (most recent of 2 filings on file)
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 | $59,955 | $105,181-43.0% | $159,436-62.4% | $85,850-30.2% |
| Participation rate | 71.8% | 75.8%-4.0pp | 82.8%-11.0pp | 69.3%+2.5pp |
| Annual return | 8.90% | 45.07%-36.2pp | 263.57%-254.7pp | 318.53%-309.6pp |
| Employer contribution / active EE | $2,041 | $3,318-38.5% | $4,829-57.7% | $2,565-20.4% |
| Participant deferral / active EE | $3,002 | $5,945-49.5% | $7,352-59.2% | $3,952-24.0% |
| Admin fee / account holder | $3,773 | $6,933-45.6% | $10,799-65.1% | $6,260-39.7% |