Filed April 16, 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 | $92,442 | $60,892+51.8% | $82,389+12.2% | $84,808+9.0% |
| Participation rate | 82.6% | 63.3%+19.3pp | 69.5%+13.0pp | 68.3%+14.2pp |
| Annual return | 13.80% | 37.29%-23.5pp | 28.67%-14.9pp | 40.90%-27.1pp |
| Employer contribution / active EE | $296 | $1,779-83.4% | $2,517-88.2% | $2,631-88.7% |
| Participant deferral / active EE | $3,645 | $3,179+14.7% | $4,155-12.3% | $4,212-13.4% |
| Admin fee / account holder | $2,263 | $5,467-58.6% | $7,231-68.7% | $7,344-69.2% |