Filed December 15, 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 | $68,747 | $176,662-61.1% | $130,648-47.4% | $152,861-55.0% |
| Participation rate | 75.0% | 79.0%-4.0pp | 71.7%+3.3pp | 82.4%-7.4pp |
| Annual return | -2.91% | 2692.24%-2695.1pp | 1708.96%-1711.9pp | 345.32%-348.2pp |
| Employer contribution / active EE | $1,007 | $5,742-82.5% | $4,092-75.4% | $4,762-78.8% |
| Participant deferral / active EE | $8,300 | $4,361+90.3% | $3,603+130.4% | $5,850+41.9% |
| Admin fee / account holder | $123,464 | $7,133+1630.9% | $5,464+2159.4% | $11,596+964.7% |