Filed July 30, 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 | $91,405 | $102,382-10.7% | $147,005-37.8% | $80,874+13.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 11.14% | 134.89%-123.8pp | 418.76%-407.6pp | 35.62%-24.5pp |
| Employer contribution / active EE | $6,285 | $3,715+69.2% | $4,934+27.4% | $2,756+128.1% |
| Participant deferral / active EE | $6,693 | $6,646+0.7% | $8,070-17.1% | $4,297+55.8% |
| Admin fee / account holder | $7,949 | $7,942+0.1% | $13,006-38.9% | $6,935+14.6% |