Filed September 1, 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 | $186,648 | $178,174+4.8% | $156,181+19.5% | $137,256+36.0% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.8%+4.5pp | 80.0%+3.4pp |
| Annual return | 5.30% | 84.19%-78.9pp | 64.87%-59.6pp | 220.34%-215.0pp |
| Employer contribution / active EE | $4,905 | $4,972-1.3% | $4,294+14.2% | $4,156+18.0% |
| Participant deferral / active EE | $6,113 | $6,888-11.3% | $6,132-0.3% | $6,407-4.6% |
| Admin fee / account holder | $55,490 | $17,404+218.8% | $14,586+280.4% | $12,270+352.2% |