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 | $243,163 | $91,190+166.7% | $178,490+36.2% | $79,858+204.5% |
| Participation rate | 92.3% | 69.2%+23.1pp | 81.9%+10.4pp | 69.6%+22.7pp |
| Annual return | 8.92% | 24.19%-15.3pp | 151.07%-142.2pp | 31.71%-22.8pp |
| Employer contribution / active EE | $5,876 | $3,256+80.5% | $5,011+17.3% | $2,471+137.8% |
| Participant deferral / active EE | $7,549 | $3,236+133.3% | $5,202+45.1% | $3,740+101.8% |
| Admin fee / account holder | $47,894 | $6,751+609.4% | $13,984+242.5% | $5,306+802.6% |