Filed September 25, 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 | $108,986 | $101,724+7.1% | $164,813-33.9% | $80,856+34.8% |
| Participation rate | 84.6% | 71.8%+12.8pp | 78.6%+6.0pp | 67.6%+17.0pp |
| Annual return | 4.98% | 16.72%-11.7pp | 69.93%-64.9pp | 35.59%-30.6pp |
| Employer contribution / active EE | $10,602 | $2,953+258.9% | $4,341+144.2% | $2,755+284.8% |
| Participant deferral / active EE | $7,533 | $4,477+68.2% | $6,031+24.9% | $4,296+75.4% |
| Admin fee / account holder | $3,216 | $8,227-60.9% | $12,690-74.7% | $6,918-53.5% |