Filed September 23, 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 | $82,736 | $56,199+47.2% | $67,652+22.3% | $59,632+38.7% |
| Participation rate | 94.1% | 71.5%+22.7pp | 75.7%+18.5pp | 68.7%+25.4pp |
| Annual return | -2.69% | 18505.31%-18508.0pp | 6625.04%-6627.7pp | 2041.28%-2044.0pp |
| Employer contribution / active EE | $4,054 | $1,614+151.1% | $2,266+78.9% | $2,203+84.1% |
| Participant deferral / active EE | $3,275 | $2,844+15.2% | $3,560-8.0% | $3,192+2.6% |
| Admin fee / account holder | $7,196 | $3,958+81.8% | $4,821+49.3% | $4,297+67.5% |