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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,085 | $87,013-78.1% | $106,213-82.0% | $80,856-76.4% |
| Participation rate | 98.2% | 70.4%+27.7pp | 75.3%+22.9pp | 67.6%+30.5pp |
| Annual return | 9.81% | 17.05%-7.2pp | 116.14%-106.3pp | 35.59%-25.8pp |
| Employer contribution / active EE | $1,472 | $2,395-38.5% | $3,171-53.6% | $2,755-46.6% |
| Participant deferral / active EE | $906 | $3,986-77.3% | $5,016-81.9% | $4,296-78.9% |
| Admin fee / account holder | $578 | $8,431-93.1% | $11,033-94.8% | $6,918-91.6% |