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.
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 | $8,711 | $158,817-94.5% | $121,196-92.8% | $135,375-93.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -8.81% | -0.64%-8.2pp | 16.93%-25.7pp | 519.73%-528.5pp |
| Employer contribution / active EE | $1,963 | $5,665-65.3% | $4,022-51.2% | $4,779-58.9% |
| Participant deferral / active EE | $874 | $4,005-78.2% | $3,344-73.9% | $5,609-84.4% |
| Admin fee / account holder | $1,122 | $6,512-82.8% | $5,019-77.6% | $10,827-89.6% |