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 | $85,238 | $95,416-10.7% | $185,823-54.1% | $85,850-0.7% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | -2.18% | 23.59%-25.8pp | 122.05%-124.2pp | 318.53%-320.7pp |
| Employer contribution / active EE | $1,280 | $3,314-61.4% | $5,167-75.2% | $2,565-50.1% |
| Participant deferral / active EE | $2,290 | $3,423-33.1% | $5,568-58.9% | $3,952-42.1% |
| Admin fee / account holder | $3,257 | $7,213-54.8% | $16,237-79.9% | $6,260-48.0% |