Filed December 17, 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 | $88,209 | $53,777+64.0% | $134,143-34.2% | $79,858+10.5% |
| Participation rate | 80.0% | 58.8%+21.2pp | 72.2%+7.8pp | 69.6%+10.4pp |
| Annual return | 9.09% | 19.01%-9.9pp | 36.33%-27.2pp | 31.71%-22.6pp |
| Employer contribution / active EE | $2,286 | $1,321+73.0% | $3,704-38.3% | $2,471-7.5% |
| Participant deferral / active EE | $2,414 | $2,420-0.3% | $3,499-31.0% | $3,740-35.5% |
| Admin fee / account holder | $8,753 | $3,984+119.7% | $6,684+30.9% | $5,306+64.9% |