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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,246 | $217,402-42.4% | $185,823-32.6% | $167,490-25.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 25.69% | 148.36%-122.7pp | 122.05%-96.4pp | 478.56%-452.9pp |
| Employer contribution / active EE | $8,652 | $5,873+47.3% | $5,167+67.4% | $4,837+78.9% |
| Participant deferral / active EE | $1,012 | $6,356-84.1% | $5,568-81.8% | $6,341-84.0% |
| Admin fee / account holder | $100,159 | $19,811+405.6% | $16,237+516.8% | $12,309+713.7% |