Filed August 6, 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 | $49,552 | $45,152+9.7% | $73,843-32.9% | $59,632-16.9% |
| Participation rate | 93.5% | 64.0%+29.5pp | 73.4%+20.0pp | 68.7%+24.8pp |
| Annual return | -3.40% | 27.40%-30.8pp | 2267.84%-2271.2pp | 2041.28%-2044.7pp |
| Employer contribution / active EE | $3,256 | $1,902+71.2% | $2,787+16.8% | $2,203+47.8% |
| Participant deferral / active EE | $3,889 | $2,574+51.1% | $3,583+8.5% | $3,192+21.9% |
| Admin fee / account holder | $1,338 | $3,516-62.0% | $4,880-72.6% | $4,297-68.9% |