Filed March 1, 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.
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 | $76,899 | $76,000+1.2% | $154,107-50.1% | $64,186+19.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -16.98% | 30.32%-47.3pp | 735.12%-752.1pp | 7.63%-24.6pp |
| Employer contribution / active EE | $5,069 | $3,351+51.3% | $5,298-4.3% | $2,381+112.9% |
| Participant deferral / active EE | $2,109 | $3,175-33.6% | $5,081-58.5% | $3,470-39.2% |
| Admin fee / account holder | $9,348 | $5,596+67.0% | $13,411-30.3% | $4,888+91.2% |