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 | $225,910 | $127,065+77.8% | $113,168+99.6% | $142,382+58.7% |
| Participation rate | 76.9% | 79.2%-2.3pp | 76.6%+0.4pp | 80.1%-3.2pp |
| Annual return | 9.27% | 24.03%-14.8pp | 24.27%-15.0pp | 217.08%-207.8pp |
| Employer contribution / active EE | $466 | $3,442-86.5% | $2,975-84.3% | $4,299-89.2% |
| Participant deferral / active EE | $3,368 | $5,716-41.1% | $5,107-34.1% | $6,507-48.2% |
| Admin fee / account holder | $85,078 | $15,736+440.7% | $12,068+605.0% | $12,624+574.0% |