Filed December 29, 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 | $73,787 | $109,359-32.5% | $162,163-54.5% | $72,985+1.1% |
| Participation rate | 73.2% | 84.3%-11.0pp | 87.6%-14.3pp | 69.5%+3.7pp |
| Annual return | 17.62% | 25.46%-7.8pp | 115.59%-98.0pp | 81.00%-63.4pp |
| Employer contribution / active EE | $1,711 | $3,907-56.2% | $5,614-69.5% | $2,440-29.9% |
| Participant deferral / active EE | $2,520 | $5,481-54.0% | $7,298-65.5% | $3,607-30.2% |
| Admin fee / account holder | $1,024 | $7,972-87.1% | $10,843-90.6% | $5,124-80.0% |