Filed September 16, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,252 | $57,354-12.4% | $83,848-40.1% | $64,186-21.7% |
| Participation rate | 83.9% | 68.6%+15.3pp | 76.1%+7.7pp | 69.6%+14.3pp |
| Annual return | -1.19% | 11.38%-12.6pp | 850.88%-852.1pp | 7.63%-8.8pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,430 | $2,993-18.8% | $4,082-40.5% | $3,470-30.0% |
| Admin fee / account holder | $17,772 | $4,046+339.3% | $5,478+224.4% | $4,888+263.6% |