Filed December 21, 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 | $157,346 | $90,600+73.7% | $79,464+98.0% | $135,375+16.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -10.12% | 977.43%-987.6pp | 718.14%-728.3pp | 519.73%-529.9pp |
| Employer contribution / active EE | $15,900 | $3,068+418.3% | $2,800+467.8% | $4,779+232.7% |
| Participant deferral / active EE | $9,946 | $4,050+145.6% | $3,704+168.5% | $5,609+77.3% |
| Admin fee / account holder | $557 | $5,907-90.6% | $5,113-89.1% | $10,827-94.9% |