Filed November 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 | $111,026 | $78,422+41.6% | $95,952+15.7% | $79,858+39.0% |
| Participation rate | 89.3% | 73.5%+15.8pp | 77.1%+12.2pp | 69.6%+19.7pp |
| Annual return | 6.92% | 19.37%-12.4pp | 91.61%-84.7pp | 31.71%-24.8pp |
| Employer contribution / active EE | $1,943 | $1,945-0.1% | $2,541-23.5% | $2,471-21.4% |
| Participant deferral / active EE | $6,410 | $3,440+86.3% | $4,167+53.8% | $3,740+71.4% |
| Admin fee / account holder | $7,608 | $5,622+35.3% | $6,795+12.0% | $5,306+43.4% |