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 | $342,432 | $142,344+140.6% | $119,609+186.3% | $134,475+154.6% |
| Participation rate | 93.8% | 82.8%+10.9pp | 79.3%+14.5pp | 81.2%+12.5pp |
| Annual return | -15.26% | -12.44%-2.8pp | -14.97%-0.3pp | 417.96%-433.2pp |
| Employer contribution / active EE | $641 | $5,222-87.7% | $4,232-84.9% | $4,740-86.5% |
| Participant deferral / active EE | $5,080 | $6,469-21.5% | $5,602-9.3% | $6,400-20.6% |
| Admin fee / account holder | $1,746 | $13,584-87.1% | $10,323-83.1% | $11,426-84.7% |