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 | $183,497 | $48,076+281.7% | $78,689+133.2% | $62,891+191.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 4.67% | 31.35%-26.7pp | 62.18%-57.5pp | 20.14%-15.5pp |
| Employer contribution / active EE | $13,492 | $2,015+569.7% | $2,851+373.3% | $2,281+491.5% |
| Participant deferral / active EE | $500 | $2,588-80.7% | $3,517-85.8% | $3,203-84.4% |
| Admin fee / account holder | $8,000 | $3,207+149.4% | $4,510+77.4% | $4,296+86.2% |