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 | $32,206 | $59,839-46.2% | $81,983-60.7% | $79,858-59.7% |
| Participation rate | 75.0% | 61.6%+13.4pp | 69.2%+5.8pp | 69.6%+5.4pp |
| Annual return | 4.74% | 17.56%-12.8pp | 41.31%-36.6pp | 31.71%-27.0pp |
| Employer contribution / active EE | $686 | $1,713-60.0% | $2,498-72.5% | $2,471-72.2% |
| Participant deferral / active EE | $3,285 | $2,695+21.9% | $3,722-11.7% | $3,740-12.2% |
| Admin fee / account holder | $2,480 | $4,287-42.2% | $5,664-56.2% | $5,306-53.3% |