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 | $29,319-40.5% | $52,425-66.7% | $82,448-78.8% |
| Participation rate | 81.7% | 46.9%+34.8pp | 55.6%+26.0pp | 68.1%+13.6pp |
| Annual return | 11.83% | 535.20%-523.4pp | 302.12%-290.3pp | 41.64%-29.8pp |
| Employer contribution / active EE | $1,203 | $586+105.1% | $914+31.5% | $2,551-52.9% |
| Participant deferral / active EE | $276 | $1,171-76.4% | $1,790-84.6% | $4,139-93.3% |
| Admin fee / account holder | $543 | $1,962-72.3% | $2,495-78.2% | $7,234-92.5% |