Filed February 25, 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 | $61,513 | $104,907-41.4% | $84,611-27.3% | $152,861-59.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | -4.99% | 373.79%-378.8pp | 258.74%-263.7pp | 345.32%-350.3pp |
| Employer contribution / active EE | $5,110 | $3,302+54.8% | $2,652+92.7% | $4,762+7.3% |
| Participant deferral / active EE | $4,373 | $4,688-6.7% | $3,899+12.2% | $5,850-25.3% |
| Admin fee / account holder | $24,890 | $6,241+298.8% | $4,912+406.7% | $11,596+114.6% |