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 | $192,227 | $37,426+413.6% | $77,482+148.1% | $79,858+140.7% |
| Participation rate | 91.2% | 41.5%+49.7pp | 54.2%+37.0pp | 69.6%+21.5pp |
| Annual return | 8.08% | 39.70%-31.6pp | 54.79%-46.7pp | 31.71%-23.6pp |
| Employer contribution / active EE | $8,187 | $637+1185.9% | $986+729.9% | $2,471+231.3% |
| Participant deferral / active EE | $6,161 | $1,260+388.9% | $1,861+231.0% | $3,740+64.7% |
| Admin fee / account holder | $9,516 | $2,504+280.0% | $2,858+233.0% | $5,306+79.3% |