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 | $192,076 | $53,127+261.5% | $86,590+121.8% | $70,131+173.9% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 16.07% | 27.66%-11.6pp | 964.84%-948.8pp | 73.14%-57.1pp |
| Employer contribution / active EE | $14,204 | $2,068+586.8% | $2,839+400.2% | $2,342+506.4% |
| Participant deferral / active EE | $686 | $2,696-74.5% | $3,609-81.0% | $3,332-79.4% |
| Admin fee / account holder | $20,153 | $3,585+462.1% | $4,906+310.8% | $4,645+333.8% |