Filed May 22, 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 | $199,626 | $180,449+10.6% | $154,107+29.5% | $135,375+47.5% |
| Participation rate | 88.2% | 87.4%+0.8pp | 83.0%+5.2pp | 82.6%+5.6pp |
| Annual return | -10.82% | 888.09%-898.9pp | 735.12%-745.9pp | 519.73%-530.6pp |
| Employer contribution / active EE | $3,038 | $6,035-49.7% | $5,298-42.7% | $4,779-36.4% |
| Participant deferral / active EE | $4,939 | $5,806-14.9% | $5,081-2.8% | $5,609-11.9% |
| Admin fee / account holder | $8,056 | $16,143-50.1% | $13,411-39.9% | $10,827-25.6% |