Filed April 12, 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.
Participant 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 | $75,196 | $183,963-59.1% | $162,163-53.6% | $152,861-50.8% |
| Participation rate | 76.5% | 88.5%-12.0pp | 87.6%-11.1pp | 82.4%-6.0pp |
| Annual return | 18.17% | 150.76%-132.6pp | 115.59%-97.4pp | 345.32%-327.1pp |
| Employer contribution / active EE | $1,574 | $6,371-75.3% | $5,614-72.0% | $4,762-67.0% |
| Participant deferral / active EE | $1,894 | $8,034-76.4% | $7,298-74.0% | $5,850-67.6% |
| Admin fee / account holder | $4,996 | $13,121-61.9% | $10,843-53.9% | $11,596-56.9% |