Filed November 3, 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 | $81,503 | $100,041-18.5% | $149,718-45.6% | $70,131+16.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 12.18% | 27.43%-15.2pp | 1501.63%-1489.4pp | 73.14%-61.0pp |
| Employer contribution / active EE | $1,894 | $3,662-48.3% | $5,445-65.2% | $2,342-19.2% |
| Participant deferral / active EE | $4,421 | $4,983-11.3% | $6,569-32.7% | $3,332+32.7% |
| Admin fee / account holder | $3,579 | $8,286-56.8% | $11,283-68.3% | $4,645-22.9% |