Filed September 24, 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.
Participant 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,574 | $45,152+297.7% | $73,843+143.2% | $59,632+201.1% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -1.49% | 27.40%-28.9pp | 2267.84%-2269.3pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $14,433 | $1,902+658.9% | $2,787+417.8% | $2,203+555.3% |
| Participant deferral / active EE | $625 | $2,574-75.7% | $3,583-82.6% | $3,192-80.4% |
| Admin fee / account holder | $16,757 | $3,516+376.6% | $4,880+243.4% | $4,297+290.0% |