Filed May 29, 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 | $94,809 | $74,888+26.6% | $71,209+33.1% | $142,382-33.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 12.00% | 345.14%-333.1pp | 282.51%-270.5pp | 217.08%-205.1pp |
| Employer contribution / active EE | $7,579 | $2,854+165.5% | $2,721+178.5% | $4,299+76.3% |
| Participant deferral / active EE | $6,058 | $4,454+36.0% | $4,175+45.1% | $6,507-6.9% |
| Admin fee / account holder | $7,661 | $5,568+37.6% | $5,349+43.2% | $12,624-39.3% |