Filed March 26, 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.
Participant 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 | $148,534 | $80,673+84.1% | $101,326+46.6% | $84,808+75.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 14.54% | 38.95%-24.4pp | 36.82%-22.3pp | 40.90%-26.4pp |
| Employer contribution / active EE | $2,201 | $2,698-18.4% | $3,665-39.9% | $2,631-16.3% |
| Participant deferral / active EE | $1,968 | $6,840-71.2% | $7,994-75.4% | $4,212-53.3% |
| Admin fee / account holder | $27,110 | $12,784+112.1% | $11,185+142.4% | $7,344+269.2% |