Filed December 18, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $13,812 | $38,969-64.6% | $109,313-87.4% | $55,167-75.0% |
| Participation rate | 83.0% | 58.2%+24.8pp | 71.3%+11.7pp | 69.0%+14.0pp |
| Annual return | 0.96% | 8.26%-7.3pp | 22.07%-21.1pp | 169.23%-168.3pp |
| Employer contribution / active EE | $515 | $1,227-58.0% | $3,892-86.8% | $1,963-73.8% |
| Participant deferral / active EE | $981 | $2,176-54.9% | $3,166-69.0% | $3,054-67.9% |
| Admin fee / account holder | $5,997 | $501+1097.0% | $5,666+5.8% | $504+1090.2% |