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 | $153,271 | $167,484-8.5% | $151,611+1.1% | $134,475+14.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.39% | 7.80%-21.2pp | 3.33%-16.7pp | 417.96%-431.4pp |
| Employer contribution / active EE | $3,945 | $6,829-42.2% | $6,166-36.0% | $4,740-16.8% |
| Participant deferral / active EE | $823 | $8,986-90.8% | $8,363-90.2% | $6,400-87.1% |
| Admin fee / account holder | $31,931 | $13,783+131.7% | $11,616+174.9% | $11,426+179.5% |