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.
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 | $51,366 | $80,968-36.6% | $96,544-46.8% | $75,163-31.7% |
| Participation rate | 82.2% | 71.8%+10.5pp | 76.0%+6.3pp | 67.2%+15.0pp |
| Annual return | 10.84% | 27.06%-16.2pp | 25.84%-15.0pp | 160.62%-149.8pp |
| Employer contribution / active EE | $605 | $2,282-73.5% | $2,965-79.6% | $2,670-77.4% |
| Participant deferral / active EE | $1,553 | $3,928-60.5% | $4,851-68.0% | $4,125-62.4% |
| Admin fee / account holder | $12,504 | $6,724+86.0% | $8,252+51.5% | $5,651+121.3% |