Filed December 22, 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 | $194,262 | $91,190+113.0% | $178,490+8.8% | $79,858+143.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 9.37% | 24.19%-14.8pp | 151.07%-141.7pp | 31.71%-22.3pp |
| Employer contribution / active EE | $7,678 | $3,256+135.8% | $5,011+53.2% | $2,471+210.7% |
| Participant deferral / active EE | $9,260 | $3,236+186.1% | $5,202+78.0% | $3,740+147.6% |
| Admin fee / account holder | $79,923 | $6,751+1083.9% | $13,984+471.5% | $5,306+1406.2% |