Filed December 28, 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 | $63,051 | $60,349+4.5% | $74,183-15.0% | $62,891+0.3% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | -2.60% | 21.37%-24.0pp | 17.74%-20.3pp | 20.14%-22.7pp |
| Employer contribution / active EE | $1,992 | $1,680+18.6% | $2,370-16.0% | $2,281-12.7% |
| Participant deferral / active EE | $2,933 | $2,856+2.7% | $3,550-17.4% | $3,203-8.4% |
| Admin fee / account holder | $1,233 | $4,261-71.1% | $5,586-77.9% | $4,296-71.3% |