Filed September 29, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $152,092 | $209,411-27.4% | $178,490-14.8% | $158,922-4.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.01% | 188.75%-184.7pp | 151.07%-147.1pp | 302.83%-298.8pp |
| Employer contribution / active EE | $7,265 | $5,706+27.3% | $5,011+45.0% | $4,761+52.6% |
| Participant deferral / active EE | $667 | $5,954-88.8% | $5,202-87.2% | $5,982-88.8% |
| Admin fee / account holder | $3,214 | $17,074-81.2% | $13,984-77.0% | $11,246-71.4% |