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 | $95,803+70.0% | $113,168+43.9% | $84,808+92.0% |
| Participation rate | 75.5% | 72.9%+2.6pp | 76.6%-1.1pp | 68.3%+7.2pp |
| Annual return | 9.14% | 25.00%-15.9pp | 24.27%-15.1pp | 40.90%-31.8pp |
| Employer contribution / active EE | $1,582 | $2,360-32.9% | $2,975-46.8% | $2,631-39.9% |
| Participant deferral / active EE | $3,490 | $4,242-17.7% | $5,107-31.7% | $4,212-17.1% |
| Admin fee / account holder | $10,427 | $8,989+16.0% | $12,068-13.6% | $7,344+42.0% |