Filed September 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 | $17,440 | $30,400-42.6% | $53,898-67.6% | $84,808-79.4% |
| Participation rate | 81.7% | 46.4%+35.2pp | 55.0%+26.7pp | 68.3%+13.4pp |
| Annual return | 11.83% | 500.19%-488.4pp | 528.60%-516.8pp | 40.90%-29.1pp |
| Employer contribution / active EE | $1,203 | $603+99.5% | $932+29.0% | $2,631-54.3% |
| Participant deferral / active EE | $276 | $1,199-76.9% | $1,826-84.9% | $4,212-93.4% |
| Admin fee / account holder | $543 | $1,993-72.7% | $2,491-78.2% | $7,344-92.6% |