Filed December 11, 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 | $11,659 | $49,173-76.3% | $121,098-90.4% | $75,163-84.5% |
| Participation rate | 94.1% | 55.4%+38.7pp | 69.5%+24.6pp | 67.2%+26.9pp |
| Annual return | -5.52% | 55.99%-61.5pp | 985.75%-991.3pp | 160.62%-166.1pp |
| Employer contribution / active EE | $669 | $1,546-56.7% | $4,164-83.9% | $2,670-74.9% |
| Participant deferral / active EE | $2,209 | $2,628-15.9% | $4,080-45.9% | $4,125-46.5% |
| Admin fee / account holder | $4,259 | $3,942+8.1% | $5,644-24.5% | $5,651-24.6% |