Filed October 1, 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 | $117,246 | $91,190+28.6% | $178,490-34.3% | $79,858+46.8% |
| Participation rate | 90.7% | 69.2%+21.5pp | 81.9%+8.8pp | 69.6%+21.1pp |
| Annual return | 5.31% | 24.19%-18.9pp | 151.07%-145.8pp | 31.71%-26.4pp |
| Employer contribution / active EE | $5,281 | $3,256+62.2% | $5,011+5.4% | $2,471+113.7% |
| Participant deferral / active EE | $3,971 | $3,236+22.7% | $5,202-23.7% | $3,740+6.2% |
| Admin fee / account holder | $2,927 | $6,751-56.6% | $13,984-79.1% | $5,306-44.8% |