Filed March 18, 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.
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 | $109,938 | $197,591-44.4% | $177,821-38.2% | $158,922-30.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 4.83% | 58.76%-53.9pp | 48.32%-43.5pp | 302.83%-298.0pp |
| Employer contribution / active EE | $2,355 | $6,697-64.8% | $5,918-60.2% | $4,761-50.5% |
| Participant deferral / active EE | $4,710 | $8,405-44.0% | $7,714-38.9% | $5,982-21.3% |
| Admin fee / account holder | $1,057 | $15,399-93.1% | $12,427-91.5% | $11,246-90.6% |