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 | $115,880 | $95,803+21.0% | $113,168+2.4% | $84,808+36.6% |
| Participation rate | 80.4% | 72.9%+7.5pp | 76.6%+3.8pp | 68.3%+12.0pp |
| Annual return | 8.85% | 25.00%-16.2pp | 24.27%-15.4pp | 40.90%-32.0pp |
| Employer contribution / active EE | $2,162 | $2,360-8.4% | $2,975-27.3% | $2,631-17.8% |
| Participant deferral / active EE | $6,078 | $4,242+43.3% | $5,107+19.0% | $4,212+44.3% |
| Admin fee / account holder | $17,689 | $8,989+96.8% | $12,068+46.6% | $7,344+140.9% |