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 | $14,387 | $79,944-82.0% | $98,439-85.4% | $75,163-80.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 13.34% | 19.75%-6.4pp | 21.16%-7.8pp | 160.62%-147.3pp |
| Employer contribution / active EE | $2,178 | $2,264-3.8% | $3,048-28.6% | $2,670-18.4% |
| Participant deferral / active EE | $867 | $3,752-76.9% | $4,738-81.7% | $4,125-79.0% |
| Admin fee / account holder | $1,285 | $6,840-81.2% | $8,948-85.6% | $5,651-77.3% |