Filed September 22, 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.
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 | $129,857 | $160,055-18.9% | $140,016-7.3% | $135,375-4.1% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.5%+2.5pp | 82.6%+7.4pp |
| Annual return | -5.93% | 911.38%-917.3pp | 651.12%-657.0pp | 519.73%-525.7pp |
| Employer contribution / active EE | $5,044 | $6,420-21.4% | $5,606-10.0% | $4,779+5.5% |
| Participant deferral / active EE | $1,079 | $7,642-85.9% | $6,927-84.4% | $5,609-80.8% |
| Admin fee / account holder | $30,081 | $13,328+125.7% | $10,705+181.0% | $10,827+177.8% |