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 | $146,267-40.1% | $197,124-55.6% | $82,448+6.2% |
| Participation rate | 93.5% | 84.0%+9.5pp | 86.7%+6.8pp | 68.1%+25.4pp |
| Annual return | 20.52% | 29.61%-9.1pp | 44.34%-23.8pp | 41.64%-21.1pp |
| Employer contribution / active EE | $1,559 | $4,723-67.0% | $6,227-75.0% | $2,551-38.9% |
| Participant deferral / active EE | $6,749 | $7,035-4.1% | $9,135-26.1% | $4,139+63.0% |
| Admin fee / account holder | $2,423 | $14,422-83.2% | $16,298-85.1% | $7,234-66.5% |