Filed November 10, 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 | $35,549 | $58,828-39.6% | $77,999-54.4% | $62,891-43.5% |
| Participation rate | 92.6% | 71.1%+21.5pp | 75.5%+17.1pp | 69.3%+23.3pp |
| Annual return | 3.26% | 17.16%-13.9pp | 425.96%-422.7pp | 20.14%-16.9pp |
| Employer contribution / active EE | $321 | $1,672-80.8% | $2,470-87.0% | $2,281-85.9% |
| Participant deferral / active EE | $1,904 | $2,686-29.1% | $3,497-45.5% | $3,203-40.5% |
| Admin fee / account holder | $8,415 | $4,393+91.5% | $5,480+53.5% | $4,296+95.9% |