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 | $79,552 | $138,347-42.5% | $184,203-56.8% | $80,856-1.6% |
| Participation rate | 97.8% | 83.9%+13.9pp | 86.8%+11.0pp | 67.6%+30.1pp |
| Annual return | 11.14% | 20.02%-8.9pp | 28.81%-17.7pp | 35.59%-24.5pp |
| Employer contribution / active EE | $3,402 | $4,850-29.9% | $6,427-47.1% | $2,755+23.5% |
| Participant deferral / active EE | $6,064 | $7,071-14.2% | $9,131-33.6% | $4,296+41.2% |
| Admin fee / account holder | $11,232 | $10,483+7.1% | $13,901-19.2% | $6,918+62.4% |