Filed June 15, 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 | $12,967 | $72,071-82.0% | $68,368-81.0% | $137,256-90.6% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.0%+3.4pp |
| Annual return | 12.91% | 353.14%-340.2pp | 292.57%-279.7pp | 220.34%-207.4pp |
| Employer contribution / active EE | $1,978 | $2,788-29.1% | $2,649-25.3% | $4,156-52.4% |
| Participant deferral / active EE | $1,834 | $4,410-58.4% | $4,123-55.5% | $6,407-71.4% |
| Admin fee / account holder | $3,450 | $5,336-35.3% | $5,150-33.0% | $12,270-71.9% |