Filed May 13, 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 | $50,837 | $138,385-63.3% | $184,200-72.4% | $80,874-37.1% |
| Participation rate | 98.0% | 83.9%+14.2pp | 86.8%+11.2pp | 67.6%+30.4pp |
| Annual return | 9.63% | 20.02%-10.4pp | 28.80%-19.2pp | 35.62%-26.0pp |
| Employer contribution / active EE | $2,688 | $4,849-44.6% | $6,424-58.2% | $2,756-2.4% |
| Participant deferral / active EE | $4,451 | $7,073-37.1% | $9,132-51.3% | $4,297+3.6% |
| Admin fee / account holder | $2,827 | $10,483-73.0% | $13,907-79.7% | $6,935-59.2% |