Filed December 31, 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 | $49,469 | $51,576-4.1% | $129,207-61.7% | $80,856-38.8% |
| Participation rate | 88.6% | 57.0%+31.7pp | 69.6%+19.0pp | 67.6%+21.0pp |
| Annual return | 10.61% | 20.81%-10.2pp | 9417.33%-9406.7pp | 35.59%-25.0pp |
| Employer contribution / active EE | $1,561 | $1,584-1.4% | $4,153-62.4% | $2,755-43.3% |
| Participant deferral / active EE | $3,015 | $2,669+13.0% | $4,168-27.7% | $4,296-29.8% |
| Admin fee / account holder | $4,928 | $4,305+14.5% | $7,715-36.1% | $6,918-28.8% |