Filed December 30, 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,282 | $46,869-86.6% | $122,332-94.9% | $70,131-91.0% |
| Participation rate | 76.1% | 58.2%+17.9pp | 71.6%+4.5pp | 69.5%+6.5pp |
| Annual return | 13.32% | 24.22%-10.9pp | 30.27%-17.0pp | 73.14%-59.8pp |
| Employer contribution / active EE | $1,039 | $1,288-19.3% | $4,050-74.3% | $2,342-55.6% |
| Participant deferral / active EE | $369 | $2,166-83.0% | $3,287-88.8% | $3,332-88.9% |
| Admin fee / account holder | $1,196 | $3,322-64.0% | $5,478-78.2% | $4,645-74.3% |