Filed September 8, 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 | $37,718 | $87,841-57.1% | $133,980-71.8% | $62,891-40.0% |
| Participation rate | 87.8% | 83.4%+4.4pp | 87.1%+0.7pp | 69.3%+18.5pp |
| Annual return | 3.58% | 12.05%-8.5pp | 29.30%-25.7pp | 20.14%-16.6pp |
| Employer contribution / active EE | $1,744 | $3,483-49.9% | $5,211-66.5% | $2,281-23.5% |
| Participant deferral / active EE | $3,452 | $4,812-28.3% | $6,282-45.1% | $3,203+7.8% |
| Admin fee / account holder | $1,899 | $5,371-64.6% | $9,324-79.6% | $4,296-55.8% |