Filed December 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 9-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 | $84,902 | $76,552+10.9% | $123,892-31.5% | $62,891+35.0% |
| Participation rate | 96.7% | 73.0%+23.7pp | 81.4%+15.3pp | 69.3%+27.4pp |
| Annual return | -0.55% | 18.68%-19.2pp | 47.52%-48.1pp | 20.14%-20.7pp |
| Employer contribution / active EE | $1,028 | $2,883-64.3% | $4,617-77.7% | $2,281-54.9% |
| Participant deferral / active EE | $8,519 | $4,840+76.0% | $5,984+42.4% | $3,203+166.0% |
| Admin fee / account holder | $9,992 | $4,826+107.1% | $8,357+19.6% | $4,296+132.6% |