Filed January 7, 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 | $138,211 | $57,354+141.0% | $83,848+64.8% | $64,186+115.3% |
| Participation rate | 81.3% | 68.6%+12.6pp | 76.1%+5.1pp | 69.6%+11.7pp |
| Annual return | -10.98% | 11.38%-22.4pp | 850.88%-861.9pp | 7.63%-18.6pp |
| Employer contribution / active EE | $1,711 | $2,545-32.8% | $3,631-52.9% | $2,381-28.1% |
| Participant deferral / active EE | $8,098 | $2,993+170.5% | $4,082+98.4% | $3,470+133.4% |
| Admin fee / account holder | $2,067 | $4,046-48.9% | $5,478-62.3% | $4,888-57.7% |