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 | $10,389 | $68,719-84.9% | $91,541-88.7% | $84,808-87.7% |
| Participation rate | 100.0% | 64.5%+35.5pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 11.88% | 19.12%-7.2pp | 20.50%-8.6pp | 40.90%-29.0pp |
| Employer contribution / active EE | $557 | $1,920-71.0% | $2,505-77.8% | $2,631-78.8% |
| Participant deferral / active EE | $1,789 | $3,136-42.9% | $4,008-55.4% | $4,212-57.5% |
| Admin fee / account holder | $4,768 | $5,786-17.6% | $6,956-31.5% | $7,344-35.1% |