Filed December 2, 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.
Employer 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,299 | $74,888+5.9% | $71,209+11.4% | $142,382-44.3% |
| Participation rate | 94.1% | 76.2%+17.9pp | 73.8%+20.4pp | 80.1%+14.0pp |
| Annual return | 11.73% | 345.14%-333.4pp | 282.51%-270.8pp | 217.08%-205.3pp |
| Employer contribution / active EE | $150 | $2,854-94.7% | $2,721-94.5% | $4,299-96.5% |
| Participant deferral / active EE | $5,161 | $4,454+15.9% | $4,175+23.6% | $6,507-20.7% |
| Admin fee / account holder | $13,496 | $5,568+142.4% | $5,349+152.3% | $12,624+6.9% |