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 9-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 | $151,902 | $76,552+98.4% | $123,892+22.6% | $62,891+141.5% |
| Participation rate | 94.4% | 73.0%+21.5pp | 81.4%+13.0pp | 69.3%+25.1pp |
| Annual return | 4.39% | 18.68%-14.3pp | 47.52%-43.1pp | 20.14%-15.7pp |
| Employer contribution / active EE | $6,828 | $2,883+136.9% | $4,617+47.9% | $2,281+199.4% |
| Participant deferral / active EE | $6,607 | $4,840+36.5% | $5,984+10.4% | $3,203+106.3% |
| Admin fee / account holder | $11,444 | $4,826+137.2% | $8,357+36.9% | $4,296+166.4% |