Filed July 14, 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.
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 | $95,256 | $87,013+9.5% | $106,213-10.3% | $80,856+17.8% |
| Participation rate | 82.4% | 70.4%+12.0pp | 75.3%+7.1pp | 67.6%+14.8pp |
| Annual return | 13.19% | 17.05%-3.9pp | 116.14%-103.0pp | 35.59%-22.4pp |
| Employer contribution / active EE | $0 | $2,395-100.0% | $3,171-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,388 | $3,986+10.1% | $5,016-12.5% | $4,296+2.1% |
| Admin fee / account holder | $4,116 | $8,431-51.2% | $11,033-62.7% | $6,918-40.5% |