Filed March 24, 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 | $103,778 | $57,354+80.9% | $83,848+23.8% | $64,186+61.7% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -8.71% | 11.38%-20.1pp | 850.88%-859.6pp | 7.63%-16.3pp |
| Employer contribution / active EE | $5,707 | $2,545+124.2% | $3,631+57.2% | $2,381+139.7% |
| Participant deferral / active EE | $9,841 | $2,993+228.8% | $4,082+141.1% | $3,470+183.6% |
| Admin fee / account holder | $2,198 | $4,046-45.7% | $5,478-59.9% | $4,888-55.0% |