Filed August 24, 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 4-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 | $33,265 | $52,836-37.0% | $105,738-68.5% | $64,186-48.2% |
| Participation rate | 94.4% | 66.5%+27.8pp | 76.3%+18.0pp | 69.6%+24.8pp |
| Annual return | -9.74% | 14.30%-24.0pp | 6.27%-16.0pp | 7.63%-17.4pp |
| Employer contribution / active EE | $5,441 | $1,827+197.8% | $3,268+66.5% | $2,381+128.6% |
| Participant deferral / active EE | $3,394 | $2,545+33.3% | $4,080-16.8% | $3,470-2.2% |
| Admin fee / account holder | $1,632 | $3,959-58.8% | $6,913-76.4% | $4,888-66.6% |