Filed September 29, 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 | $119,715 | $148,978-19.6% | $200,582-40.3% | $84,808+41.2% |
| Participation rate | 82.6% | 84.2%-1.6pp | 86.9%-4.3pp | 68.3%+14.3pp |
| Annual return | 12.60% | 28.16%-15.6pp | 42.33%-29.7pp | 40.90%-28.3pp |
| Employer contribution / active EE | $4,164 | $4,815-13.5% | $6,419-35.1% | $2,631+58.3% |
| Participant deferral / active EE | $6,636 | $7,142-7.1% | $9,331-28.9% | $4,212+57.6% |
| Admin fee / account holder | $33,068 | $13,977+136.6% | $16,305+102.8% | $7,344+350.3% |