Filed April 28, 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 | $30,908 | $101,724-69.6% | $164,813-81.2% | $80,856-61.8% |
| Participation rate | 79.5% | 71.8%+7.6pp | 78.6%+0.8pp | 67.6%+11.8pp |
| Annual return | 18.28% | 16.72%+1.6pp | 69.93%-51.6pp | 35.59%-17.3pp |
| Employer contribution / active EE | $1,370 | $2,953-53.6% | $4,341-68.4% | $2,755-50.3% |
| Participant deferral / active EE | $875 | $4,477-80.4% | $6,031-85.5% | $4,296-79.6% |
| Admin fee / account holder | $695 | $8,227-91.6% | $12,690-94.5% | $6,918-90.0% |