Filed September 28, 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 | $209,464 | $63,346+230.7% | $92,233+127.1% | $70,131+198.7% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 10.70% | 530.12%-519.4pp | 176.28%-165.6pp | 73.14%-62.4pp |
| Employer contribution / active EE | $8,733 | $2,471+253.4% | $3,679+137.4% | $2,342+272.8% |
| Participant deferral / active EE | $7,416 | $2,854+159.9% | $3,897+90.3% | $3,332+122.6% |
| Admin fee / account holder | $741 | $3,840-80.7% | $5,194-85.7% | $4,645-84.0% |