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 | $178,511 | $93,571+90.8% | $135,903+31.4% | $75,163+137.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 12.57% | 30.90%-18.3pp | 68.23%-55.7pp | 160.62%-148.1pp |
| Employer contribution / active EE | $9,142 | $3,537+158.5% | $4,856+88.3% | $2,670+242.4% |
| Participant deferral / active EE | $9,264 | $6,404+44.7% | $7,758+19.4% | $4,125+124.6% |
| Admin fee / account holder | $7,271 | $6,975+4.2% | $10,762-32.4% | $5,651+28.7% |