Filed December 22, 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.
Employer 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,364 | $697,698-82.3% | $621,730-80.2% | $357,791-65.5% |
| Participation rate | 85.7% | 90.7%-5.0pp | 90.8%-5.1pp | 85.6%+0.1pp |
| Annual return | 8.90% | 10.63%-1.7pp | 10.76%-1.9pp | 396.79%-387.9pp |
| Employer contribution / active EE | $6,651 | $10,590-37.2% | $9,871-32.6% | $7,508-11.4% |
| Participant deferral / active EE | $5,453 | $7,203-24.3% | $6,979-21.9% | $5,521-1.2% |
| Admin fee / account holder | $2,277 | $75,391-97.0% | $66,065-96.6% | $28,387-92.0% |