Filed December 21, 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 | $226,746 | $77,899+191.1% | $149,673+51.5% | $75,163+201.7% |
| Participation rate | 75.9% | 65.6%+10.3pp | 78.8%-2.9pp | 67.2%+8.7pp |
| Annual return | 11.60% | 31.72%-20.1pp | 134.42%-122.8pp | 160.62%-149.0pp |
| Employer contribution / active EE | $11,672 | $3,137+272.0% | $4,818+142.3% | $2,670+337.2% |
| Participant deferral / active EE | $4,774 | $3,411+40.0% | $5,680-16.0% | $4,125+15.7% |
| Admin fee / account holder | $2,835 | $5,956-52.4% | $13,210-78.5% | $5,651-49.8% |