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 | $145,402 | $85,766+69.5% | $136,294+6.7% | $70,131+107.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 11.79% | 31.45%-19.7pp | 5155.94%-5144.1pp | 73.14%-61.4pp |
| Employer contribution / active EE | $4,211 | $2,966+42.0% | $4,695-10.3% | $2,342+79.8% |
| Participant deferral / active EE | $5,789 | $5,051+14.6% | $6,247-7.3% | $3,332+73.8% |
| Admin fee / account holder | $15,766 | $5,420+190.9% | $9,243+70.6% | $4,645+239.4% |