Filed December 15, 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 | $119,092 | $111,535+6.8% | $105,223+13.2% | $137,256-13.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 2.91% | 237.85%-234.9pp | 180.65%-177.7pp | 220.34%-217.4pp |
| Employer contribution / active EE | $4,287 | $3,939+8.8% | $3,689+16.2% | $4,156+3.2% |
| Participant deferral / active EE | $8,394 | $5,500+52.6% | $5,072+65.5% | $6,407+31.0% |
| Admin fee / account holder | $60,948 | $9,721+526.9% | $8,859+588.0% | $12,270+396.7% |