Filed December 23, 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 | $163,957 | $84,233+94.6% | $170,442-3.8% | $70,131+133.8% |
| Participation rate | 91.9% | 70.8%+21.1pp | 83.6%+8.3pp | 69.5%+22.4pp |
| Annual return | 12.04% | 23.06%-11.0pp | 205.93%-193.9pp | 73.14%-61.1pp |
| Employer contribution / active EE | $2,069 | $3,387-38.9% | $5,433-61.9% | $2,342-11.7% |
| Participant deferral / active EE | $4,415 | $3,086+43.1% | $4,939-10.6% | $3,332+32.5% |
| Admin fee / account holder | $3,546 | $5,698-37.8% | $13,880-74.5% | $4,645-23.7% |