Filed December 2, 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 | $64,933 | $71,050-8.6% | $93,606-30.6% | $80,856-19.7% |
| Participation rate | 77.8% | 60.4%+17.4pp | 68.7%+9.1pp | 67.6%+10.1pp |
| Annual return | 9.95% | 11.26%-1.3pp | 133.20%-123.3pp | 35.59%-25.6pp |
| Employer contribution / active EE | $536 | $1,564-65.7% | $2,420-77.8% | $2,755-80.5% |
| Participant deferral / active EE | $3,535 | $4,034-12.3% | $4,411-19.9% | $4,296-17.7% |
| Admin fee / account holder | $6,699 | $6,945-3.5% | $8,285-19.1% | $6,918-3.2% |