Filed December 21, 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 | $26,472 | $46,869-43.5% | $122,332-78.4% | $70,131-62.3% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 11.63% | 24.22%-12.6pp | 30.27%-18.6pp | 73.14%-61.5pp |
| Employer contribution / active EE | $1,326 | $1,288+3.0% | $4,050-67.3% | $2,342-43.4% |
| Participant deferral / active EE | $2,654 | $2,166+22.5% | $3,287-19.2% | $3,332-20.3% |
| Admin fee / account holder | $2,499 | $3,322-24.8% | $5,478-54.4% | $4,645-46.2% |