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.
Employer 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 | $39,448 | $77,813-49.3% | $123,544-68.1% | $64,186-38.5% |
| Participation rate | 87.9% | 74.7%+13.2pp | 82.3%+5.6pp | 69.6%+18.3pp |
| Annual return | -1.21% | 12.48%-13.7pp | 119.20%-120.4pp | 7.63%-8.8pp |
| Employer contribution / active EE | $386 | $3,014-87.2% | $4,628-91.7% | $2,381-83.8% |
| Participant deferral / active EE | $3,603 | $5,240-31.2% | $6,426-43.9% | $3,470+3.8% |
| Admin fee / account holder | $2,333 | $5,519-57.7% | $9,284-74.9% | $4,888-52.3% |