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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,509 | $87,013-21.3% | $106,213-35.5% | $80,856-15.3% |
| Participation rate | 83.8% | 70.4%+13.4pp | 75.3%+8.5pp | 67.6%+16.2pp |
| Annual return | 9.85% | 17.05%-7.2pp | 116.14%-106.3pp | 35.59%-25.7pp |
| Employer contribution / active EE | $629 | $2,395-73.7% | $3,171-80.2% | $2,755-77.2% |
| Participant deferral / active EE | $3,680 | $3,986-7.7% | $5,016-26.6% | $4,296-14.3% |
| Admin fee / account holder | $7,729 | $8,431-8.3% | $11,033-29.9% | $6,918+11.7% |