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 | $198,730 | $183,963+8.0% | $162,163+22.5% | $152,861+30.0% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.4%-7.4pp |
| Annual return | 12.11% | 150.76%-138.7pp | 115.59%-103.5pp | 345.32%-333.2pp |
| Employer contribution / active EE | $6,266 | $6,371-1.6% | $5,614+11.6% | $4,762+31.6% |
| Participant deferral / active EE | $5,344 | $8,034-33.5% | $7,298-26.8% | $5,850-8.6% |
| Admin fee / account holder | $5,892 | $13,121-55.1% | $10,843-45.7% | $11,596-49.2% |