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 | $41,634 | $100,041-58.4% | $149,718-72.2% | $70,131-40.6% |
| Participation rate | 97.4% | 83.6%+13.8pp | 87.1%+10.4pp | 69.5%+27.9pp |
| Annual return | 11.78% | 27.43%-15.6pp | 1501.63%-1489.8pp | 73.14%-61.4pp |
| Employer contribution / active EE | $5,268 | $3,662+43.9% | $5,445-3.3% | $2,342+124.9% |
| Participant deferral / active EE | $3,860 | $4,983-22.5% | $6,569-41.2% | $3,332+15.9% |
| Admin fee / account holder | $7,294 | $8,286-12.0% | $11,283-35.3% | $4,645+57.0% |