Filed December 29, 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 | $78,127 | $51,638+51.3% | $68,368+14.3% | $82,448-5.2% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 11.78% | 37.53%-25.8pp | 292.57%-280.8pp | 41.64%-29.9pp |
| Employer contribution / active EE | $9,720 | $2,047+375.0% | $2,649+267.0% | $2,551+281.0% |
| Participant deferral / active EE | $6,246 | $2,914+114.4% | $4,123+51.5% | $4,139+50.9% |
| Admin fee / account holder | $13,217 | $4,643+184.6% | $5,150+156.6% | $7,234+82.7% |