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 | $179,726+3.9% | $156,263+19.4% | $142,382+31.1% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.9%+4.4pp | 80.1%+3.2pp |
| Annual return | 5.30% | 77.86%-72.6pp | 59.47%-54.2pp | 217.08%-211.8pp |
| Employer contribution / active EE | $4,905 | $5,069-3.2% | $4,333+13.2% | $4,299+14.1% |
| Participant deferral / active EE | $6,113 | $6,956-12.1% | $6,158-0.7% | $6,507-6.1% |
| Admin fee / account holder | $55,490 | $17,272+221.3% | $14,255+289.3% | $12,624+339.6% |