Filed December 23, 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.
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,603 | $54,726+124.0% | $68,793+78.2% | $64,186+91.0% |
| Participation rate | 95.5% | 68.0%+27.4pp | 72.2%+23.2pp | 69.6%+25.9pp |
| Annual return | -7.79% | -1.62%-6.2pp | -4.63%-3.2pp | 7.63%-15.4pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,830 | $2,626+160.1% | $3,311+106.3% | $3,470+96.9% |
| Admin fee / account holder | $3,359 | $4,027-16.6% | $5,131-34.5% | $4,888-31.3% |