Filed December 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.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,769 | $98,240+58.6% | $82,313+89.2% | $147,584+5.5% |
| Participation rate | 84.6% | 79.7%+4.9pp | 76.9%+7.7pp | 82.8%+1.8pp |
| Annual return | 8.44% | 30.85%-22.4pp | 25.88%-17.4pp | 578.55%-570.1pp |
| Employer contribution / active EE | $495 | $3,192-84.5% | $2,428-79.6% | $4,876-89.9% |
| Participant deferral / active EE | $5,591 | $4,383+27.5% | $3,706+50.9% | $5,439+2.8% |
| Admin fee / account holder | $2,046 | $8,563-76.1% | $5,608-63.5% | $10,885-81.2% |