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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,130 | $92,222+93.2% | $76,768+132.0% | $135,375+31.6% |
| Participation rate | 83.3% | 79.8%+3.6pp | 77.0%+6.4pp | 82.6%+0.7pp |
| Annual return | 7.94% | 5.46%+2.5pp | 2.43%+5.5pp | 519.73%-511.8pp |
| Employer contribution / active EE | $458 | $3,216-85.8% | $2,485-81.6% | $4,779-90.4% |
| Participant deferral / active EE | $3,580 | $4,509-20.6% | $3,852-7.0% | $5,609-36.2% |
| Admin fee / account holder | $11,672 | $10,748+8.6% | $6,675+74.9% | $10,827+7.8% |