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 | $32,565 | $53,777-39.4% | $134,143-75.7% | $79,858-59.2% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 2.59% | 19.01%-16.4pp | 36.33%-33.7pp | 31.71%-29.1pp |
| Employer contribution / active EE | $1,439 | $1,321+8.9% | $3,704-61.1% | $2,471-41.8% |
| Participant deferral / active EE | $2,149 | $2,420-11.2% | $3,499-38.6% | $3,740-42.5% |
| Admin fee / account holder | $321 | $3,984-91.9% | $6,684-95.2% | $5,306-94.0% |