Filed September 21, 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,420 | $61,660-75.0% | $80,019-80.7% | $64,186-76.0% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -5.71% | -0.33%-5.4pp | 11.22%-16.9pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,637 | $1,810-9.6% | $2,468-33.7% | $2,381-31.2% |
| Participant deferral / active EE | $845 | $2,968-71.5% | $3,686-77.1% | $3,470-75.6% |
| Admin fee / account holder | $1,977 | $5,417-63.5% | $6,521-69.7% | $4,888-59.6% |