Filed December 28, 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 | $120,700 | $78,422+53.9% | $95,952+25.8% | $79,858+51.1% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 2.94% | 19.37%-16.4pp | 91.61%-88.7pp | 31.71%-28.8pp |
| Employer contribution / active EE | $3,486 | $1,945+79.2% | $2,541+37.2% | $2,471+41.1% |
| Participant deferral / active EE | $2,430 | $3,440-29.3% | $4,167-41.7% | $3,740-35.0% |
| Admin fee / account holder | $889 | $5,622-84.2% | $6,795-86.9% | $5,306-83.2% |