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 | $79,726 | $60,349+32.1% | $74,183+7.5% | $62,891+26.8% |
| Participation rate | 94.9% | 72.7%+22.2pp | 76.6%+18.3pp | 69.3%+25.6pp |
| Annual return | 3.56% | 21.37%-17.8pp | 17.74%-14.2pp | 20.14%-16.6pp |
| Employer contribution / active EE | $3,956 | $1,680+135.5% | $2,370+66.9% | $2,281+73.5% |
| Participant deferral / active EE | $3,219 | $2,856+12.7% | $3,550-9.3% | $3,203+0.5% |
| Admin fee / account holder | $3,192 | $4,261-25.1% | $5,586-42.9% | $4,296-25.7% |