Filed August 4, 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,079 | $59,101-86.3% | $77,163-89.5% | $75,163-89.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 9.80% | 26.71%-16.9pp | 37.87%-28.1pp | 160.62%-150.8pp |
| Employer contribution / active EE | $614 | $1,995-69.2% | $2,535-75.8% | $2,670-77.0% |
| Participant deferral / active EE | $1,719 | $2,999-42.7% | $3,833-55.1% | $4,125-58.3% |
| Admin fee / account holder | $1,928 | $4,774-59.6% | $5,472-64.8% | $5,651-65.9% |