Filed August 16, 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 9-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,563 | $148,978-41.2% | $200,582-56.3% | $84,808+3.2% |
| Participation rate | 93.5% | 84.2%+9.3pp | 86.9%+6.6pp | 68.3%+25.2pp |
| Annual return | 20.52% | 28.16%-7.6pp | 42.33%-21.8pp | 40.90%-20.4pp |
| Employer contribution / active EE | $1,559 | $4,815-67.6% | $6,419-75.7% | $2,631-40.7% |
| Participant deferral / active EE | $6,749 | $7,142-5.5% | $9,331-27.7% | $4,212+60.2% |
| Admin fee / account holder | $2,423 | $13,977-82.7% | $16,305-85.1% | $7,344-67.0% |