Filed December 30, 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 | $161,102 | $171,865-6.3% | $149,718+7.6% | $147,584+9.2% |
| Participation rate | 92.3% | 88.2%+4.1pp | 87.1%+5.2pp | 82.8%+9.5pp |
| Annual return | 8.83% | 2113.22%-2104.4pp | 1501.63%-1492.8pp | 578.55%-569.7pp |
| Employer contribution / active EE | $4,260 | $6,275-32.1% | $5,445-21.8% | $4,876-12.6% |
| Participant deferral / active EE | $5,422 | $7,271-25.4% | $6,569-17.5% | $5,439-0.3% |
| Admin fee / account holder | $683 | $13,799-95.1% | $11,283-93.9% | $10,885-93.7% |