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 | $249,935 | $110,257+126.7% | $96,544+158.9% | $139,434+79.2% |
| Participation rate | 83.3% | 78.1%+5.2pp | 76.0%+7.4pp | 80.3%+3.0pp |
| Annual return | 8.59% | 26.32%-17.7pp | 25.84%-17.2pp | 372.94%-364.3pp |
| Employer contribution / active EE | $469 | $3,620-87.1% | $2,965-84.2% | $4,751-90.1% |
| Participant deferral / active EE | $4,082 | $5,548-26.4% | $4,851-15.8% | $6,710-39.2% |
| Admin fee / account holder | $13,418 | $11,591+15.8% | $8,252+62.6% | $11,403+17.7% |