Filed November 8, 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.
Employer 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 | $175,148 | $162,781+7.6% | $133,956+30.8% | $158,922+10.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 14.47% | 41.94%-27.5pp | 45.09%-30.6pp | 302.83%-288.4pp |
| Employer contribution / active EE | $719 | $4,975-85.6% | $3,919-81.7% | $4,761-84.9% |
| Participant deferral / active EE | $760 | $5,911-87.1% | $5,048-85.0% | $5,982-87.3% |
| Admin fee / account holder | $17,082 | $11,736+45.5% | $8,927+91.4% | $11,246+51.9% |