Filed July 21, 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 | $150,632 | $71,883+109.6% | $86,677+73.8% | $68,494+119.9% |
| Participation rate | 85.3% | 72.2%+13.1pp | 76.6%+8.7pp | 67.9%+17.4pp |
| Annual return | -18.92% | 3.52%-22.4pp | 35.91%-54.8pp | -7.84%-11.1pp |
| Employer contribution / active EE | $3,876 | $2,173+78.4% | $2,836+36.6% | $2,596+49.3% |
| Participant deferral / active EE | $7,681 | $3,779+103.3% | $4,656+65.0% | $4,027+90.7% |
| Admin fee / account holder | $6,618 | $6,112+8.3% | $7,493-11.7% | $5,403+22.5% |