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 | $142,874 | $183,963-22.3% | $162,163-11.9% | $152,861-6.5% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.6%+3.4pp | 82.4%+8.5pp |
| Annual return | 16.75% | 150.76%-134.0pp | 115.59%-98.8pp | 345.32%-328.6pp |
| Employer contribution / active EE | $5,005 | $6,371-21.4% | $5,614-10.8% | $4,762+5.1% |
| Participant deferral / active EE | $843 | $8,034-89.5% | $7,298-88.4% | $5,850-85.6% |
| Admin fee / account holder | $1,390 | $13,121-89.4% | $10,843-87.2% | $11,596-88.0% |