Filed January 29, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,568 | $32,117-29.7% | $71,086-68.3% | $64,186-64.8% |
| Participation rate | 100.0% | 42.7%+57.3pp | 54.7%+45.3pp | 69.6%+30.4pp |
| Annual return | -5.79% | -5.57%-0.2pp | 650.59%-656.4pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,440 | $712+102.2% | $1,088+32.4% | $2,381-39.5% |
| Participant deferral / active EE | $2,143 | $1,263+69.7% | $1,874+14.4% | $3,470-38.2% |
| Admin fee / account holder | $1,676 | $2,759-39.3% | $3,082-45.6% | $4,888-65.7% |