Filed December 23, 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 | $40,506 | $123,793-67.3% | $177,821-77.2% | $79,858-49.3% |
| Participation rate | 95.2% | 84.7%+10.6pp | 87.7%+7.5pp | 69.6%+25.6pp |
| Annual return | 15.18% | 22.82%-7.6pp | 48.32%-33.1pp | 31.71%-16.5pp |
| Employer contribution / active EE | $2,342 | $4,095-42.8% | $5,918-60.4% | $2,471-5.2% |
| Participant deferral / active EE | $7,198 | $5,956+20.8% | $7,714-6.7% | $3,740+92.4% |
| Admin fee / account holder | $8,356 | $7,243+15.4% | $12,427-32.8% | $5,306+57.5% |