Filed March 2, 1992 (most recent of 2 filings on file)
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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $284,387 | $152,587+86.4% | $125,175+127.2% | $152,861+86.0% |
| Participation rate | 86.4% | 83.3%+3.0pp | 79.8%+6.6pp | 82.4%+3.9pp |
| Annual return | 22.26% | 54.84%-32.6pp | 43.79%-21.5pp | 345.32%-323.1pp |
| Employer contribution / active EE | $496 | $4,946-90.0% | $3,865-87.2% | $4,762-89.6% |
| Participant deferral / active EE | $3,521 | $5,868-40.0% | $4,937-28.7% | $5,850-39.8% |
| Admin fee / account holder | $758 | $13,434-94.4% | $9,702-92.2% | $11,596-93.5% |