Filed September 18, 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 9-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 | $134,575 | $152,587-11.8% | $125,175+7.5% | $152,861-12.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 3.63% | 54.84%-51.2pp | 43.79%-40.2pp | 345.32%-341.7pp |
| Employer contribution / active EE | $2,392 | $4,946-51.6% | $3,865-38.1% | $4,762-49.8% |
| Participant deferral / active EE | $7,814 | $5,868+33.2% | $4,937+58.3% | $5,850+33.6% |
| Admin fee / account holder | $6,584 | $13,434-51.0% | $9,702-32.1% | $11,596-43.2% |