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 | $109,999 | $80,968+35.9% | $96,544+13.9% | $75,163+46.3% |
| Participation rate | 83.3% | 71.8%+11.6pp | 76.0%+7.4pp | 67.2%+16.1pp |
| Annual return | 0.58% | 27.06%-26.5pp | 25.84%-25.3pp | 160.62%-160.0pp |
| Employer contribution / active EE | $2,161 | $2,282-5.3% | $2,965-27.1% | $2,670-19.0% |
| Participant deferral / active EE | $5,797 | $3,928+47.6% | $4,851+19.5% | $4,125+40.5% |
| Admin fee / account holder | $8,804 | $6,724+30.9% | $8,252+6.7% | $5,651+55.8% |