Filed February 3, 1992
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 | $175,561 | $98,750+77.8% | $149,696+17.3% | $79,858+119.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 5.20% | 27.43%-22.2pp | 276.60%-271.4pp | 31.71%-26.5pp |
| Employer contribution / active EE | $9,257 | $3,216+187.8% | $4,644+99.3% | $2,471+274.7% |
| Participant deferral / active EE | $10,104 | $5,680+77.9% | $6,842+47.7% | $3,740+170.2% |
| Admin fee / account holder | $2,196 | $6,053-63.7% | $9,309-76.4% | $5,306-58.6% |