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 | $135,696 | $78,103+73.7% | $289,028-53.1% | $116,875+16.1% |
| Participation rate | 92.3% | 69.5%+22.8pp | 78.0%+14.3pp | 74.5%+17.8pp |
| Annual return | 15.12% | 15.26%-0.1pp | 243.94%-228.8pp | 16.29%-1.2pp |
| Employer contribution / active EE | $12,295 | $2,718+352.4% | $6,326+94.3% | $3,288+274.0% |
| Participant deferral / active EE | $803 | $2,921-72.5% | $4,804-83.3% | $3,885-79.3% |
| Admin fee / account holder | $3,959 | $8,683-54.4% | $14,050-71.8% | $12,263-67.7% |