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 | $74,759 | $63,861+17.1% | $104,607-28.5% | $79,858-6.4% |
| Participation rate | 78.5% | 64.9%+13.5pp | 74.1%+4.4pp | 69.6%+8.8pp |
| Annual return | -8.91% | 21.30%-30.2pp | 340.46%-349.4pp | 31.71%-40.6pp |
| Employer contribution / active EE | $1,805 | $1,588+13.7% | $2,681-32.6% | $2,471-26.9% |
| Participant deferral / active EE | $4,358 | $2,693+61.8% | $3,740+16.5% | $3,740+16.5% |
| Admin fee / account holder | $1,237 | $4,185-70.4% | $6,473-80.9% | $5,306-76.7% |