Filed December 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 | $153,330 | $35,183+335.8% | $73,545+108.5% | $70,131+118.6% |
| Participation rate | 85.7% | 42.9%+42.8pp | 54.9%+30.8pp | 69.5%+16.2pp |
| Annual return | 11.97% | 26.90%-14.9pp | -15.16%+27.1pp | 73.14%-61.2pp |
| Employer contribution / active EE | $6,050 | $709+753.7% | $1,219+396.3% | $2,342+158.3% |
| Participant deferral / active EE | $5,995 | $1,220+391.4% | $1,806+231.9% | $3,332+79.9% |
| Admin fee / account holder | $18,571 | $2,302+706.7% | $2,320+700.6% | $4,645+299.8% |