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 | $77,834 | $58,523+33.0% | $99,443-21.7% | $72,985+6.6% |
| Participation rate | 78.7% | 64.6%+14.1pp | 73.8%+4.9pp | 69.5%+9.2pp |
| Annual return | 2.88% | 28.51%-25.6pp | 30.72%-27.8pp | 81.00%-78.1pp |
| Employer contribution / active EE | $2,555 | $1,512+69.0% | $2,540+0.6% | $2,440+4.7% |
| Participant deferral / active EE | $4,943 | $2,606+89.7% | $3,619+36.6% | $3,607+37.0% |
| Admin fee / account holder | $2,141 | $4,102-47.8% | $6,250-65.7% | $5,124-58.2% |