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 | $76,313 | $49,173+55.2% | $121,098-37.0% | $75,163+1.5% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 9.11% | 55.99%-46.9pp | 985.75%-976.6pp | 160.62%-151.5pp |
| Employer contribution / active EE | $4,528 | $1,546+192.9% | $4,164+8.7% | $2,670+69.6% |
| Participant deferral / active EE | $5,009 | $2,628+90.6% | $4,080+22.8% | $4,125+21.4% |
| Admin fee / account holder | $30,229 | $3,942+666.9% | $5,644+435.5% | $5,651+434.9% |