Filed December 2, 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 | $37,236 | $153,772-75.8% | $133,980-72.2% | $273,961-86.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 2.80% | 36.51%-33.7pp | 29.30%-26.5pp | 41.45%-38.7pp |
| Employer contribution / active EE | $1,732 | $6,029-71.3% | $5,211-66.8% | $4,869-64.4% |
| Participant deferral / active EE | $3,865 | $6,958-44.5% | $6,282-38.5% | $5,287-26.9% |
| Admin fee / account holder | $25,884 | $11,765+120.0% | $9,324+177.6% | $10,132+155.5% |