Filed December 17, 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 | $145,173 | $70,587+105.7% | $124,672+16.4% | $85,850+69.1% |
| Participation rate | 90.9% | 64.4%+26.5pp | 74.6%+16.3pp | 69.3%+21.6pp |
| Annual return | 10.92% | 20688.83%-20677.9pp | 5142.93%-5132.0pp | 318.53%-307.6pp |
| Employer contribution / active EE | $7,573 | $1,913+295.8% | $3,324+127.9% | $2,565+195.2% |
| Participant deferral / active EE | $6,716 | $2,969+126.2% | $4,614+45.5% | $3,952+69.9% |
| Admin fee / account holder | $4,277 | $5,282-19.0% | $7,493-42.9% | $6,260-31.7% |