Filed December 22, 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 | $93,867 | $209,336-55.2% | $197,124-52.4% | $137,256-31.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 8.13% | 48.09%-40.0pp | 44.34%-36.2pp | 220.34%-212.2pp |
| Employer contribution / active EE | $6,972 | $6,591+5.8% | $6,227+12.0% | $4,156+67.8% |
| Participant deferral / active EE | $5,524 | $9,614-42.5% | $9,135-39.5% | $6,407-13.8% |
| Admin fee / account holder | $10,230 | $17,308-40.9% | $16,298-37.2% | $12,270-16.6% |