Filed July 28, 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 | $100,062 | $98,750+1.3% | $149,696-33.2% | $79,858+25.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 10.43% | 27.43%-17.0pp | 276.60%-266.2pp | 31.71%-21.3pp |
| Employer contribution / active EE | $3,061 | $3,216-4.8% | $4,644-34.1% | $2,471+23.9% |
| Participant deferral / active EE | $9,932 | $5,680+74.9% | $6,842+45.2% | $3,740+165.6% |
| Admin fee / account holder | $15,407 | $6,053+154.5% | $9,309+65.5% | $5,306+190.4% |