Filed July 31, 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 | $166,039 | $159,901+3.8% | $146,958+13.0% | $145,922+13.8% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.3pp | 80.3%+1.5pp |
| Annual return | 8.85% | 98.13%-89.3pp | 418.34%-409.5pp | 561.29%-552.4pp |
| Employer contribution / active EE | $2,430 | $5,286-54.0% | $4,933-50.7% | $4,660-47.9% |
| Participant deferral / active EE | $5,344 | $8,428-36.6% | $8,070-33.8% | $6,688-20.1% |
| Admin fee / account holder | $70,671 | $15,044+369.8% | $12,998+443.7% | $13,397+427.5% |