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.
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 | $117,783 | $167,484-29.7% | $151,611-22.3% | $134,475-12.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -6.98% | 7.80%-14.8pp | 3.33%-10.3pp | 417.96%-424.9pp |
| Employer contribution / active EE | $1,307 | $6,829-80.9% | $6,166-78.8% | $4,740-72.4% |
| Participant deferral / active EE | $5,600 | $8,986-37.7% | $8,363-33.0% | $6,400-12.5% |
| Admin fee / account holder | $9,204 | $13,783-33.2% | $11,616-20.8% | $11,426-19.4% |