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 | $137,164 | $64,707+112.0% | $112,228+22.2% | $68,494+100.3% |
| Participation rate | 89.3% | 67.2%+22.1pp | 75.1%+14.2pp | 67.9%+21.4pp |
| Annual return | -19.94% | -11.40%-8.5pp | 27.45%-47.4pp | -7.84%-12.1pp |
| Employer contribution / active EE | $2,142 | $2,746-22.0% | $3,635-41.1% | $2,596-17.5% |
| Participant deferral / active EE | $10,521 | $3,565+195.1% | $4,728+122.5% | $4,027+161.2% |
| Admin fee / account holder | $481 | $5,232-90.8% | $6,410-92.5% | $5,403-91.1% |