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 | $136,443 | $81,248+67.9% | $155,509-12.3% | $80,856+68.7% |
| Participation rate | 96.1% | 66.2%+29.8pp | 78.2%+17.9pp | 67.6%+28.4pp |
| Annual return | 10.30% | 33.31%-23.0pp | 64.67%-54.4pp | 35.59%-25.3pp |
| Employer contribution / active EE | $7,525 | $3,100+142.7% | $4,672+61.0% | $2,755+173.1% |
| Participant deferral / active EE | $5,411 | $3,452+56.8% | $5,626-3.8% | $4,296+26.0% |
| Admin fee / account holder | $8,593 | $7,997+7.4% | $15,912-46.0% | $6,918+24.2% |