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 | $134,558 | $58,927+128.3% | $76,817+75.2% | $72,985+84.4% |
| Participation rate | 98.9% | 67.3%+31.6pp | 72.1%+26.8pp | 69.5%+29.4pp |
| Annual return | 30.96% | 2305.64%-2274.7pp | 1166.11%-1135.2pp | 81.00%-50.0pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,393 | $2,690+174.8% | $3,336+121.6% | $3,607+104.9% |
| Admin fee / account holder | $10,999 | $4,013+174.1% | $6,420+71.3% | $5,124+114.6% |