Filed December 7, 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 | $46,701 | $209,411-77.7% | $178,490-73.8% | $158,922-70.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -10.67% | 188.75%-199.4pp | 151.07%-161.7pp | 302.83%-313.5pp |
| Employer contribution / active EE | $11,217 | $5,706+96.6% | $5,011+123.9% | $4,761+135.6% |
| Participant deferral / active EE | $9,333 | $5,954+56.7% | $5,202+79.4% | $5,982+56.0% |
| Admin fee / account holder | $38,899 | $17,074+127.8% | $13,984+178.2% | $11,246+245.9% |