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 | $334,168 | $162,781+105.3% | $133,956+149.5% | $158,922+110.3% |
| Participation rate | 89.5% | 83.2%+6.3pp | 79.8%+9.6pp | 82.0%+7.5pp |
| Annual return | 14.59% | 41.94%-27.4pp | 45.09%-30.5pp | 302.83%-288.2pp |
| Employer contribution / active EE | $469 | $4,975-90.6% | $3,919-88.0% | $4,761-90.1% |
| Participant deferral / active EE | $3,416 | $5,911-42.2% | $5,048-32.3% | $5,982-42.9% |
| Admin fee / account holder | $14,038 | $11,736+19.6% | $8,927+57.3% | $11,246+24.8% |