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 | $17,130 | $76,367-77.6% | $93,606-81.7% | $72,985-76.5% |
| Participation rate | 73.3% | 71.7%+1.6pp | 75.8%-2.5pp | 69.5%+3.8pp |
| Annual return | 18.62% | 25.82%-7.2pp | 32.76%-14.1pp | 81.00%-62.4pp |
| Employer contribution / active EE | $1,375 | $2,275-39.6% | $2,718-49.4% | $2,440-43.6% |
| Participant deferral / active EE | $658 | $3,538-81.4% | $4,069-83.8% | $3,607-81.8% |
| Admin fee / account holder | $2,703 | $6,838-60.5% | $7,888-65.7% | $5,124-47.2% |