Filed August 5, 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 | $44,420 | $79,944-44.4% | $98,439-54.9% | $75,163-40.9% |
| Participation rate | 98.9% | 70.4%+28.5pp | 75.2%+23.7pp | 67.2%+31.7pp |
| Annual return | 10.52% | 19.75%-9.2pp | 21.16%-10.6pp | 160.62%-150.1pp |
| Employer contribution / active EE | $2,474 | $2,264+9.3% | $3,048-18.8% | $2,670-7.3% |
| Participant deferral / active EE | $0 | $3,752-100.0% | $4,738-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,383 | $6,840-79.8% | $8,948-84.5% | $5,651-75.5% |