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 | $150,040 | $80,968+85.3% | $96,544+55.4% | $75,163+99.6% |
| Participation rate | 94.6% | 71.8%+22.8pp | 76.0%+18.6pp | 67.2%+27.4pp |
| Annual return | 8.08% | 27.06%-19.0pp | 25.84%-17.8pp | 160.62%-152.5pp |
| Employer contribution / active EE | $2,541 | $2,282+11.4% | $2,965-14.3% | $2,670-4.8% |
| Participant deferral / active EE | $2,316 | $3,928-41.0% | $4,851-52.2% | $4,125-43.8% |
| Admin fee / account holder | $2,766 | $6,724-58.9% | $8,252-66.5% | $5,651-51.1% |