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 | $429,305 | $154,117+178.6% | $129,995+230.2% | $139,434+207.9% |
| Participation rate | 93.8% | 82.0%+11.8pp | 78.5%+15.3pp | 80.3%+13.4pp |
| Annual return | 17.96% | 32.48%-14.5pp | -137.18%+155.1pp | 372.94%-355.0pp |
| Employer contribution / active EE | $641 | $5,289-87.9% | $4,320-85.2% | $4,751-86.5% |
| Participant deferral / active EE | $5,253 | $6,710-21.7% | $5,820-9.7% | $6,710-21.7% |
| Admin fee / account holder | $4,231 | $14,007-69.8% | $10,614-60.1% | $11,403-62.9% |