Filed December 28, 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 | $77,326 | $49,025+57.7% | $87,507-11.6% | $62,891+23.0% |
| Participation rate | 82.6% | 64.9%+17.7pp | 73.8%+8.8pp | 69.3%+13.3pp |
| Annual return | -4.73% | 10.02%-14.8pp | 12.21%-16.9pp | 20.14%-24.9pp |
| Employer contribution / active EE | $2,301 | $1,372+67.8% | $2,550-9.7% | $2,281+0.9% |
| Participant deferral / active EE | $4,582 | $2,289+100.1% | $3,149+45.5% | $3,203+43.0% |
| Admin fee / account holder | $8,353 | $4,065+105.5% | $4,221+97.9% | $4,296+94.4% |