Filed October 16, 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 | $162,822 | $95,453+70.6% | $112,040+45.3% | $82,448+97.5% |
| Participation rate | 75.5% | 72.8%+2.8pp | 76.5%-1.0pp | 68.1%+7.4pp |
| Annual return | 9.14% | 23.92%-14.8pp | 24.52%-15.4pp | 41.64%-32.5pp |
| Employer contribution / active EE | $1,582 | $2,318-31.7% | $2,954-46.4% | $2,551-38.0% |
| Participant deferral / active EE | $3,490 | $4,224-17.4% | $5,098-31.5% | $4,139-15.7% |
| Admin fee / account holder | $10,427 | $9,013+15.7% | $12,098-13.8% | $7,234+44.1% |