Filed December 29, 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.
Employer 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,967 | $80,968-54.3% | $96,544-61.7% | $75,163-50.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 20.03% | 27.06%-7.0pp | 25.84%-5.8pp | 160.62%-140.6pp |
| Employer contribution / active EE | $308 | $2,282-86.5% | $2,965-89.6% | $2,670-88.5% |
| Participant deferral / active EE | $2,323 | $3,928-40.9% | $4,851-52.1% | $4,125-43.7% |
| Admin fee / account holder | $2,678 | $6,724-60.2% | $8,252-67.6% | $5,651-52.6% |