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 | $58,627+57.7% | $76,735+20.5% | $82,448+12.1% |
| Participation rate | 82.6% | 63.2%+19.3pp | 69.5%+13.1pp | 68.1%+14.5pp |
| Annual return | 13.80% | 39.10%-25.3pp | 29.77%-16.0pp | 41.64%-27.8pp |
| Employer contribution / active EE | $296 | $1,729-82.9% | $2,454-87.9% | $2,551-88.4% |
| Participant deferral / active EE | $3,645 | $3,134+16.3% | $4,088-10.8% | $4,139-11.9% |
| Admin fee / account holder | $2,263 | $5,323-57.5% | $7,189-68.5% | $7,234-68.7% |