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 | $24,020 | $94,625-74.6% | $116,228-79.3% | $84,808-71.7% |
| Participation rate | 90.5% | 70.4%+20.0pp | 74.6%+15.9pp | 68.3%+22.2pp |
| Annual return | 13.51% | 20.40%-6.9pp | 90.06%-76.5pp | 40.90%-27.4pp |
| Employer contribution / active EE | $2,332 | $2,347-0.6% | $2,994-22.1% | $2,631-11.4% |
| Participant deferral / active EE | $1,312 | $3,972-67.0% | $4,953-73.5% | $4,212-68.9% |
| Admin fee / account holder | $855 | $10,091-91.5% | $11,989-92.9% | $7,344-88.4% |