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 | $123,023 | $60,261+104.1% | $81,783+50.4% | $74,546+65.0% |
| Participation rate | 98.3% | 62.9%+35.5pp | 72.4%+26.0pp | 67.2%+31.1pp |
| Annual return | 10.42% | 16.88%-6.5pp | 775.05%-764.6pp | 1366.03%-1355.6pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $2,913-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $7,748 | $3,388+128.7% | $4,320+79.3% | $4,347+78.2% |
| Admin fee / account holder | $15,927 | $1,482+974.3% | $7,380+115.8% | $1,944+719.5% |