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 | $93,814 | $197,591-52.5% | $177,821-47.2% | $158,922-41.0% |
| Participation rate | 76.9% | 88.5%-11.6pp | 87.7%-10.8pp | 82.0%-5.0pp |
| Annual return | 8.96% | 58.76%-49.8pp | 48.32%-39.4pp | 302.83%-293.9pp |
| Employer contribution / active EE | $1,974 | $6,697-70.5% | $5,918-66.6% | $4,761-58.5% |
| Participant deferral / active EE | $2,411 | $8,405-71.3% | $7,714-68.7% | $5,982-59.7% |
| Admin fee / account holder | $4,748 | $15,399-69.2% | $12,427-61.8% | $11,246-57.8% |