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 7-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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,727 | $71,883-15.5% | $86,677-29.9% | $68,494-11.3% |
| Participation rate | 82.5% | 72.2%+10.3pp | 76.6%+5.9pp | 67.9%+14.6pp |
| Annual return | -4.15% | 3.52%-7.7pp | 35.91%-40.1pp | -7.84%+3.7pp |
| Employer contribution / active EE | $602 | $2,173-72.3% | $2,836-78.8% | $2,596-76.8% |
| Participant deferral / active EE | $1,471 | $3,779-61.1% | $4,656-68.4% | $4,027-63.5% |
| Admin fee / account holder | $2,994 | $6,112-51.0% | $7,493-60.1% | $5,403-44.6% |