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 | $88,463 | $85,766+3.1% | $136,294-35.1% | $70,131+26.1% |
| Participation rate | 95.1% | 74.2%+21.0pp | 81.9%+13.2pp | 69.5%+25.6pp |
| Annual return | 11.11% | 31.45%-20.3pp | 5155.94%-5144.8pp | 73.14%-62.0pp |
| Employer contribution / active EE | $1,885 | $2,966-36.4% | $4,695-59.9% | $2,342-19.5% |
| Participant deferral / active EE | $7,065 | $5,051+39.9% | $6,247+13.1% | $3,332+112.1% |
| Admin fee / account holder | $16,974 | $5,420+213.1% | $9,243+83.6% | $4,645+265.4% |