Filed October 1, 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 4-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 | $58,835 | $83,908-29.9% | $68,509-14.1% | $125,391-53.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | 0.42% | 14.48%-14.1pp | 8.27%-7.9pp | 282.22%-281.8pp |
| Employer contribution / active EE | $3,457 | $3,031+14.1% | $2,278+51.8% | $4,866-28.9% |
| Participant deferral / active EE | $642 | $4,125-84.4% | $3,382-81.0% | $5,352-88.0% |
| Admin fee / account holder | $2,957 | $8,982-67.1% | $5,275-43.9% | $9,540-69.0% |