Filed December 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 | $110,669 | $58,828+88.1% | $77,999+41.9% | $62,891+76.0% |
| Participation rate | 98.0% | 71.1%+27.0pp | 75.5%+22.5pp | 69.3%+28.7pp |
| Annual return | 3.71% | 17.16%-13.4pp | 425.96%-422.3pp | 20.14%-16.4pp |
| Employer contribution / active EE | $2,466 | $1,672+47.5% | $2,470-0.2% | $2,281+8.1% |
| Participant deferral / active EE | $3,752 | $2,686+39.7% | $3,497+7.3% | $3,203+17.2% |
| Admin fee / account holder | $6,958 | $4,393+58.4% | $5,480+27.0% | $4,296+62.0% |