Filed February 13, 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 | $18,854 | $47,944-60.7% | $67,834-72.2% | $62,891-70.0% |
| Participation rate | 72.2% | 61.1%+11.2pp | 68.8%+3.4pp | 69.3%+2.9pp |
| Annual return | 3.72% | 11.77%-8.0pp | 138.47%-134.8pp | 20.14%-16.4pp |
| Employer contribution / active EE | $583 | $1,562-62.7% | $2,403-75.7% | $2,281-74.4% |
| Participant deferral / active EE | $2,480 | $2,247+10.4% | $3,160-21.5% | $3,203-22.6% |
| Admin fee / account holder | $7,303 | $3,712+96.7% | $4,622+58.0% | $4,296+70.0% |